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  • RESOLVED — Today's Service Disruption

    Customers, We were aware of a disruption at our hosting partner that was impacting our website and login; the issue is now resolved. We will continue to monitor and advise if anything changes. Please contact Method Support at 1.888.925.6238 ext. 2 if you have any further issues. For updates, please remember to follow our Twitter ...
  • Server Down

    The server and your website both have been having trouble today. &nbsp;Could you let me know what is happening. &nbsp;While slow, method has until a week or so ago been very reliable. &nbsp;Not sure what is going on, but it makes me completely ineffective at my job when this happens as I have come to rely heavily on Method for work orders and ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 04-13-2015
  • Re: How to Mass assign different sales rep customer to a sales rep in table?

    Hi Audisho, What is the different if I use Entity table and Customer table? I thought SalesRep&#39;s for each account only has 1 recordID. I already tried creating new screen with Entity table and Contact Table which is linked via Entity&nbsp;but still got no luck. Sales Rep wasn&#39;t changing. Would you mind having a check with screen name ...
    Posted to Method:Classic General Q&A (Forum) by Jonathan on 04-12-2015
  • Custom Reporting - Display record counts with specified criteria?

    Hi...I am looking for some instruction (or to be told &quot;can&#39;t be done&quot;) to generate a report to replace me exporting to excel and creating a pivot table. i have created the following fields Industry Marketing Period (1,2,3,etc) - to reflect when i market to a lead..1=january, etc. right now i export the lead list to excel and ...
    Posted to Method:Classic General Q&A (Forum) by mholden on 04-11-2015
  • Re: Customize CRM_NewLead Screen

    This is me replying to my own post to give you more information to please help me. I&#39;m losing my data!!!!!!!
  • Customize CRM_NewLead Screen

    I added an object to my CRM_NewLead(Copy) screen which is a dropdown. I also added the same object to my CRM_EditLead(2) screen but the values selected do not persist, they disappear if I add a new lead, go somewhere else then return to that contact the dropdowns are blank on either screen. They are not being associated to the lead when I save it. ...
  • Re: adding a filter to Generate a Report

    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 ...
  • Re: Mobile Version

    Hi Lori, If you&rsquo;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 ...
  • Re: Mobile Version

    I tried to view Mobile_Customers screen and I get an error:(see below)&nbsp; I followed instructions and gave permissions to all users and logged out and then signed in again and still get this error. Welcome to Method Mobile. Unfortunately, you either do not have any mobile-optimized screens, or you have not been given permission to access ...
    Posted to Method:Classic General Q&A (Forum) by lzimmerle on 04-10-2015
  • Re: Mobile Version

    I do not have any idea how to create filters or customize screens.&nbsp; Forgive me, but you will have to give me step by step instructions. Thank you Lori
    Posted to Method:Classic General Q&A (Forum) by lzimmerle on 04-09-2015
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