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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   ...

Hi Matt, This should now be resolved. Post back here if you're still having issues with it. - Justin

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 ...

The mobile version view is very limited, only showing customer list.  When I log in on a desktop with regular classic version, it allows me to choose different customer flitered views like "Shared customers with balance over 0"  How can I get a view like that in the mobile version?

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

[quote user="Method_Audisho"] If the condition of the rule is based on data from a line item, you will need to make sure that you select the Data Member Invoice.InvoiceLine.Invoice in your rule. Then, if you want to check if the Item Name is ‘Consulting Service’ for example, you can use the condition editor to create the ...

Thanks Audisho, I think you are correct about the force screen refresh. The refresh grid on focus should take care it.

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