Method Community

Hi There Mike, My apologies for the delayed response here, I must have missed your post. To answer your questions Do I base the new screen on the Customers table? Yes, For what you are describing. The customer Table is the common element in all the things you are describing here. Im assuming that the YTDSales field would be a field ...

Hey Mahlon, When you get a chance, please see if you are still unable to delete the custom screen. -- Mortaza

Hi There, Are you still recieving this error message? This can often be rectified after logging out/logging in. If you are still seeing this error, please email me your Method Company account name and Ill have a support rep reach out as soon as possible. My Email is in my signature. Thanks!  Regards, Ben

Hi There, Sorry for the delayed response here, look like I missed your reply. You can specify which templates are used for which type of task (ie Invoices, Estimates, activities etc...) by selecting the Preferences  snapshot of the App you are trying to set the DEfault template for. For example, you want to set a particular email ...

Hi again Jonathan, We had a support case open for you to discuss the issues youve been having with method, but it looks like he was unable to get a hold of you. Is there a better time for them to reach out? Thanks Jonathan. Regards, Ben

Hi thesolarguys, Sorry that this took so long to be addressed. Our development team has fixed the preferences on these screens so you should be good to go now. Please post back if you still have any concerns regarding this. Thanks, --Audisho

Hi Alex, There isnt a way to set a grid filter to compare the values in two columns. If you did need to set a grid filter where Column A > Column B  for example, you could create a new integer field, Column C, on this table, and populate this field using a loop through table action which performs some basic ...

Hi, I have a grid with several columns. Is it possible to add a filter to this grid, which compare two columns of this grid? For example, I have two columns(Col_A, and Col_B), can I set a filter like (Col_A > Col_B)? Thanks. Alex

Hi Ben, Thanks for help. I will go for using "insert into table" action to get recordID.  Alex

Hi James, Im going to create a support case for you and have a rep reach out. Ill fill them in on the details of what weve discussed here and see whats been going on here. James would you be able to email me with the name of your method company account or a contact number? I cant seem to find you in our system based off of the email address ...