Method Community

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 ...

Hello Beta Crew, In this week’s release we’ve made several fixes. Summary We’ve done a hotfix to address some issues. Details and bug fixes Fixed issue with filtering grids and drop downs using a date time field from the screen (ticket # AS-553,AS-555 [see Matt’s post]) Addressed issues with being ...

Hi Mike, You need to make sure that you add the tag in Method before importing it to your contacts. If you don’t do this, the tag will still be added to the contact, but will not function correctly and you will not be able to search for it.   I hope this helps. -Audisho

Hi Maureen, One of our servers locked up at about 2:45am EDT this morning. When this happens, our load balancer should automatically direct to a server that is still functioning. Unfortunately, this didn’t happen and some users had difficulty accessing sign in. Our development team rebooted the server around 6am EDT resolving the ...

It is working again now.

Wed. 6:25am - your server appears to be down.  I can not even get to the log in page. Thanks Maureen

Is there a way to highlight a field, or change a font based on the field's contents?  It's easy to change background color or modify the font for an individual field, but what if I only want those changes to appear if the field contains a specific text?  I'd love to highlight certain exceptions on a field report if ...

Is there a correct format I should be using for importing multiple tags for a single contact record?  When I use the format: ,tagname, I can import a contact tag and it's searchable from the Taglist column header on the Customer/Contact search screen.  I tried importing multiple tags for contact record using the ...

Audisho, Makes sense - thanks for explaining it.  I created a custom date field in Contacts for the DOB information. Thanks again, Mike

Hi Tami, I’ll do my best to answer each of your questions: 1) The Amount field is actually a calculation of QTY * Rate. If this calculation ends in a whole number, then this is why you are not seeing a decimal value. 2) Your Method New (M:N) account will be completely stock. Any customization that you have done in Method Classic ...