Method Community

Cameron, You can duplicate an estimate. but as Val stated you need to add a button with actions to insert records into Estimate Table -  which gets you a new header record and then insert records into Estimat Line table using the Action Result RecordID from the Estimate Table record you just created.   If you would like help, ...

Michael - thank you for your post and patience as we work through this issue. I aspire for Method to be a customer centric company that provides small businesses an experience and solution that is customized for the way they want to work, and of course is stable and reliable. Admittedly, this doesn't always come through in our execution... ...

Is there a way to set up a customer Opportunity Report to filter by Campaign? Thanks

Hi Cameron, Unfortunately, there is no way to change the table once that particular action has been set up (the insert record into table action) so you would need to start from the beginning by selecting the proper table. In case you’re curious, if we allowed users to change the table it would open the door to many potential errors. ...

We are working through the quirks of setting up report templates and other things related to tables and while we are usually able to figure things out, we frequently have questions about a particular field or table. For example, "is this the right field to use? It's displaying empty - what is it supposed to contain?", etc. So far ...

I want to make a button on the Estimates Screen that will duplicate an estimate. I saw a forum post about reverse engineering the Create Sales Order button. But is there a way to copy the settings from that button and only change what needs to be changed for the estimate to work? if so, what changes would need to be made besides changing the ...

Hey Mahlon, I see how that table is available in M:C to retrieve records, I do not see it M:N. I have created a ticket for our development team to take a look. I'll update our thread as soon as I hear back. -- Mortaza

Yesterday my Loop Through Grid which was working for weeks prior suddenly stopped working properly and gave me wierd results. So, I changed to Loop through Table, and that helped, but still getting strange results. I noticed around 9 PM PST Method slowed to a crawal, and maybe that's when things were being rolled back. I spent almost 10 hours ...

Hey Mahlon, Can you please send me an email with the Company Account and I can open a ticket for our development team to take a further look at the error. -- Mortaza

Hi Maureen, If I understand correctly, you do not want to completely remove the Activity Status dropdown for certain Users just certain options within the dropdown? I'll have to look more into if that's a possible option.  One thing that did come to mind you can try, (which we do on certain stock screens): You can try using ...