Method Community

The server and your website both have been having trouble today.  Could you let me know what is happening.  While slow, method has until a week or so ago been very reliable.  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 ...

Hi Audisho, What is the different if I use Entity table and Customer table? I thought SalesRep'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 but still got no luck. Sales Rep wasn't changing. Would you mind having a check with screen name ...

Hi...I am looking for some instruction (or to be told "can't be done") 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 ...

This is me replying to my own post to give you more information to please help me. I'm losing my data!!!!!!!

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. ...

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 ...

I tried to view Mobile_Customers screen and I get an error:(see below)  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 ...

I do not have any idea how to create filters or customize screens.  Forgive me, but you will have to give me step by step instructions. Thank you Lori

Aloha, I am trying to add a filter to a Generate a Report command. I have completed the Generate a Report command including a filter.  Report = Refferal Detail Report   Tables of Report = RefferalsLinked   Fields in Table = ServedDate Condition Statement = Greater than or Equal to From =  Value From Screen   ...