Method Community

Hey Rob, I'm not sure what dialog box you are referring to. Was it from the browser instead of Method? Can you try a different browser to see if you are able to move/delete the section? I am not able duplicate your issue and am able to move/delete grids/sections. -- Loi

Hey Mahlon, The next step field is standard field in most CRMs to provide a quick way for a sales manager to see the next step to close this deal. Very much a sales focused feature to keep the sales team constantly asking the next thing they need to do to close this opportunity. Activities is more for externally communicating with customers and ...

Hey Rob, You cannot hide the grid it self but you can hide a seperate section with the grid in it. Just create a new section and then move the grid into that section and you will be able to hide it. -- Loi

Hi Bigshotpromos, I'm not sure what you mean by renaming the activities as tasks as work orders is just a type of activity. I would recommend that you create a new type of activity called tasks that you can use for your purposes. The WorkOrderList is filtered to only show work order activity types. What you can do is add a new filter for ...

Hey Rick, Can you clarify where you are trying to limit these items? Are you trying to limit them from appearing in the item list when you add items to a sales order? If so, you are able to customize the item drop down filter to hide items by item name, item type or any other field name in the items table. Item type would be ideal if all of ...

Hey Mahlon, A feature request was put in with our development team awhile back. The priority of these requests are based on how many users require the feature. Can you give me the account names that want this improved? -- Loi

Hey Aaron, Yes it is possible. What you can do is use loop through a table using the "Build Selection List" option. You can build a selection list based on an action result which you can get from a text box on the screen. Loop through DocumentLibrary that has those recordIDs and run an action that you can see the result of (ie. Delete ...

Hey Mahlon, I have created a ticket for our developers to investigate the issue. I was also able to replicate the issue. I will update you when we get more information. -- Loi

Hey Scott, I'm not sure what happened changed on Friday as I do not see any changes that would have caused your problem however I was able to replicate your issue with not being able to reassign customers in transactions. For now, I would suggest that you reassign the customer transactions in QuickBooks Online as that is pushing to Method ...

Hi Mahlon, I checked in with our developers and they say that the ability to resize diagonally is incorrect and should only show the ability to resize horizonally. The amount of lines is limited by the amount you set in the settings and should not be changed by dragging the text box. They aware of the visual issue and will fix it in the ...