Method Community

My company has two seperate Method databases that we are in the process of creating (one for the US, and one for Europe). Both of these will have almost identical screens, so after I am done customzing the US database I want to just copy the screens over. I see that this option is available, but only for Method Pro Users. Am I able to convert ...

Hi Matt, This appears to be a bug with multi-tenancy in M:N, as I’m able to replicate this behaviour as well. I’ve created a ticket for our development team to investigate and will keep you posted with any updates via this thread. Sorry for the inconvenience. Audisho

Thanks Steve.  And no, you do not need to log out.  You can use your account as you normally do.  I'll be performing tests behind the scenes.   If I need anything else, I'll let you know!

Jonathan, Access is turned on.  Do you need me out while you do your testing?

I am trying to customize the Estimates app to work across multiple tenant accounts. I updated the filters on the Estimate list screen to show all estimates with a Record ID > 0 and that worked fine. When I click on the row for an estimate from another tenant it take me to the estimate screen but does not load the record. 

Steve, Are you able to enable the MethodSupport user within your Template acocunt?  This will allow me to log into your account using our support user to validate whether I can replicate this problem. To enable the MethodSupport user -  From Method:Classic go to the Customize tab -> Users screen.  Under the Users, ...

Ahhh... So what you are saying is that I should open the report in Report Designer, make the additions I need, save with another name, then pull it in Method to test?  I will try that in the AM and let you know.  Thanks!

Hi egrace, This may have to do with the number of customers and contacts that you have. Report Designer will only pull in the first 100 records of a table to generate the “preview”. Anything beyond this count will not be displayed in Report Designer, but will be displayed fine when you generate the report in Method. If you’re ...

Actually it is vice-versa.  I can see the report in Method under the Custom option.  What I want is to be able to get it with the Method Report Designer so that I can customize it further.  Logically that should not be a problem but in this case the report is different when I access it through Report Designer.

Hi egrace, When you use the Quick Report or Advanced options, these pull the CRM_CustomerContactList… reports. These reports will list the customer and primary contact information only. The report you’re looking at in Report Designer can be located in Method by selecting the Custom option and selecting the CRM_ContactList or ...