Method Community

Hi Juliet, Please look below for my follow-up to your questions.  1) You can always increase the size of characters for each text field from the table the field resides in.  In this case, go to Customize->Tables/Fields.  Locate the Customer Table, and find your custom "Competition" Field (refer to the 1st ...

Hi Juliet, I am not sure I understand exactly what you are asking.  I think you are attempting to create a new dropdown field that would be associated with the CRM_NewLead Screen.  If this is the case, then you would have to first create the new "Business" DropDown field in the table that is associated with the CRM_NewLead ...

Hi Sueats5, It is possible to change the default state of checkbox for "Waiting for Sync Approval", however the default value should already be unchecked.  Regardless, this can be done by creating a copy of the stock QuickBooks_SalesOrder Screen, from the Customize Tab, then the Screens Tab Link. ...

Hi John, I have been trying to think of different ways to do this, but there isn't really any simple solution that we can offer.  It could be possible to make use of the Method API to do something like what you are requesting.  It might also be possible to create sometype of customized solution within Method, but you ...

Hi Kurt, First of all, you are making perfect sense.  Secondly, you are in the correct place for your question, we ask that you do a search on the forums and view our documentation, including the Webinars and if you still can't find the answer you are looking for, then create a forum thread.  The benefit now, is that if someone ...

Hi Kurt, It would help if we can get a little more information on this.  Are you working off a stock screen, if so which, CRM_CustomerList?  If you are working off a new custom screen, what table  are you basing this screen off, contacts?  With these additional details, maybe even a screen shot of your current screen, I ...

Hi Chris, I think it might help if we can get a little more background info on exactly what you are doing and trying to achieve. Are you taking this information from a few different Textboxes, a grid, table?  What is the purpose of creating a single string Action Result, is it to be entered into a table? I understand you are trying to join ...

Hi JWarren, Unfortunately there is no way to create a Global Case within Method, a case can only be related to one customer/contact.  You could however try adding a specific "Tag" to each of these customers when they contact you regarding the system being down.  From here you can go to the Campaigns Tab, ...

Hi Ben B, You are partially correct.  First of all, please notice that you are only able to select the “Additional Columns” option from a dropdown Field.  The issue you are running into is that the dropdown menu is not currently visible in your grid.  In order to enable the dropdown selection in a grid, you ...

Hi Ben B, For the custom screens you are having issues with, have you tried going into to edit these specific screens, then clicking the "Publish" button?  I haven't heard of this issue before, so I am hoping this could maybe help clean up your custom screens.  Please let us know if this works for you, if not we ...