Method Community

Hi thesolarguys, The only way to sort a dropdown is to make the sorting field the first column of the dropdown. There unfortunately isn't a way to sort it by secondary fields, or a way to force a sort. - Justin

Hi Edward, As Fran mentioned, by selecting a previous estimate, changing the information on the screen and saving, you are overwriting that previous estimate with new information. It would be possible to create a button to copy an Estimate, however. It would function similarly to the Create Sales Order button on the ...

Hi Mahlon, As per this forum post, we were experiencing a service disruption on Saturday. Everything should be back to normal now. If you're still having difficulty getting signed in to Method, please give us a call at 1.888.925.6238 x.2 and we'll be happy to take a look. - Justin

Hi Edward, You could add a "Birthday" field of type DateTime to the Contacts or Customer table, depending on whether you want to be able to add birthdays for each contact or just for the customer. You can add this field by going to Customize > Tables / Fields and clicking Edit Fields... for the table of your choice. You can then add ...

Hi Mahlon, This has been resolved. Post back if you're still having issues. - Justin

Hi Marcelo, You can filter your second dropdown (Model) on Step 5 of the Dropdown Properties in the screen designer. You can filter it to only show only Models that have the Make selected in your first dropdown. Hope this helps. - Justin

Hi Robert, A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a Customer. For example, if you have Customer Joe Schmoe, you ...

One more thing. If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter ...

Hi haydenareadb, You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method. First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. ...

Hi Marcelo, This would definitely be possible through customization. - Justin