Method Community

Hello cenesdelavega,      You can set the filter for the screen.  Here are the steps: 1. Enter the screen designer for the screen.  Make sure it says Design Mode at the top of the screen. 2. Click the grid for the Contacts List in the design section.  On the right-hand menu, click Filters & Views ...

Hello cenesdelavega,     I haven't seen an option to copy out a default screen while going to Gear -> Customize Screen.  If you go to Manage Apps -> Edit Apps and find the screen you want to copy.  It will create a redirect on the screen to your copied screen.  You can see the red lettering on the ...

Hello Vicki,    I need some clarification on the question.  Are you looking to add a payment link to the email or a field on the list builder table that has a unique payment link?  What is the end goal?     We do have an article on the List Builder system, but I don't believe it will answer your ...

Hello larrydement,      To link tables, you create a dropdown field linking the tables together.  Dropdown fields act as the relationships between the database tables.     Is it that you are looking to add and remove fields from the invoice report?  You can select customer information from the field ...

Hello davewalter,      We have reports for Opportunities but not for Campaigns.  The Opportunity reports are under Opportunities -> Opportunity Reports.  You can have a report created to meet your campaign needs.  You can take a look at our report designer videos and Help Center articles.  As well, you ...

Hello Naveed,    I'm going to move the post to the MethodAPI forums.  The Method development team can help you out on that line.  This forum is for the Method:New beta testing. Greg

Hello Marcelo,    There is no undo or going back.  It's why there are no mass update actions on default screens.  What you can do is export the table with the data.  If something goes wrong, you can do an import update to revert data back.  Also, do tests on a couple of records first before you do all the ...

I can explain it how I understand each one works as I understand it.   Focus - Action occurs when the screen displays for the user.  This can be on any navigation to a page.   Load - Action occurs when the screen loads.  The actions will only go if the page loads itself.  Switching through records on a single screen may ...

Hello Mahlon,    I can put in a ticket for the dropdown.  To confirm, you are setting the Width of the dropdown as Fixed? Greg

Hello Mahlon,    I'm not able to re-produce this on my test account.  I had a couple of questions.  What calendar length were you on: day, week or month view?  How many activities did you have on the calendar approximately?  Had you been editing an already existing activity or were you creating a new ...