Method Community

Hi Maureen, This should be resolved now. We were experiencing a service disruption, but our development team worked quickly with our hosting partner to get us back online. You can always find up-to-date status information on our twitter page https://twitter.com/methodCRM. Sorry for the inconvenience and please let me know if you have ...

Hi Stuart, This error indicates that your filter is incorrect. What happens when you remove the filter criteria from the action? Does the report generate correctly? If so, I suggest you double-check your filter criteria. If you believe that your filter criteria are correct, there may be corrupt data in the table causing this error. You can ...

Hi Lori, If you’re unfamiliar with customization and are interesting in diving into it yourself, our customization webinars are a good place to start. Giving you step-by-step instructions if you have no prior knowledge of customization in Method goes beyond what I can really provide you on the forums. If you watch the videos and have some ...

Hi lzimmerle, These filters do not exist on the mobile customers screen by default. Just like almost everything in Method, you can add these filters to the screen through customization. I recommend that you take a look at the grid filters on the CRM_CustomerList screen and create matching filters on the Mobile_Customers screen to your ...

Hi Robert, Would you mind detailing exactly what you are trying to accomplish as an end result and provide me with an example? I need to understand exactly what you are trying to accomplish in order to provide you with a complete answer. If you can, please include any screen shots that you think may be helpful. -Audisho

Hi Robert, The only functionality of the gadget that can be customized can be located by clicking the Settings link at the top of the gadget. You can also locate this menu in Method by navigating to My Profile > Gmail Gadget. Everything else comes as is and cannot be customized. -Audisho

Hi Robert, Report designer scripting generally falls beyond what we can help with on the forums. That being said, I was able to figure this out with some help from our professional services team and some Google searching. The foreground color and background color can be altered using the .ForeColor & .BackColor properties. Here is an ...

Hi Matt, I believe the default filter should populate your grid with records without the need to add this action to the screen’s Load actions. I’ll create a ticket and post back here with any updates. I believe the reason your date picker is being reset is due to your Back or Save & Back button’s Go To Screen ...

Hi Matt, This issue should be resolved. Try this again and let me know if you’re still running in to any issues. One thing that I noticed on my end is that the grid is not being populated when the screen loads using this filter. I have to select refresh on the grid for it to be populated. I’m unsure if this is just an error with ...

Hi ghawton, You can accomplish this using conditional formatting. I recommend that you watch the video at the bottom of the article so that you first understand what conditional formatting is and how to implement it. Once you have done this, you can create your own formatting rules that apply formatting when the condition is true. If the ...