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Hey Lisa, We will need to start by customizing the NewActivity screen. Once in the Screen Designer for that screen click on Edit for <b>Status</b> On step 2 of 6: The condition is checking if they chose Completed from the list: And the Enter Value into Field on Screen looks like: In layman's term: 'Did User choose ...

Hello again method, This whole week when people log in, it says that Method is updating screens. It updates anywhere from 7-40 screens when someone logs in. However these screens have not been modified/newly published in about 2 weeks. I was wondering if there way a way to stop this. Thanks

Thanks mortaza! I sent them an email.

Awesome!  Thanks!

Hey Robert, If you look at the stock Estimate screen under More Actions you will see listed 'Create Sales Order' You can reverse-engineer the Action Set for that button and use its actions (modified) to create a Copy Sales Order button for your Sales Order screen. Let me know if you run into any difficulties and we can dive deeper. - ...

Hello, I'd like to customize Activities in this manner because we often forget to change the due date to today's date when completing an item that is past due. Can you provide direction to make this change on that screen? Many thanks, Lisa

The following App updates are now live for users of Method.  Donations App New! Report: You can now generate a Donor & Donations Annual Summary by going to the Reports screen (accessible from the Dashboard) of the Donations app. Contacts App Addressed an issue with wrong information being saved on the New Contact screen when ...

Hi Meghan, I'm going to forward this to our development team. Its possible we've already accounted for this, but I want to make sure. Thanks! - Mortaza

Hey Maureen, I believe you already have a row for check boxes in your Activity Grid so we skip that step. Now add a Button to the screen (e.g. 'Delete Selected'): - Loop Through Grid (Activity) (NOTE: ONLY CHECKED ROWS is crucial here) - Now in the loop add a 'Delete Record From Table' This is my full Action ...

Hey Alex, Please also send me the Sync Engine log: > Go to your Method Integration Engine client and under "help" enable the options "Continue On Error" and "Trace for troubleshooting". At this point run a sync. > Once the sync completes, there will be a log generated. If you are using Windows XP, the Engine ...