Method Community

Hi Allison, Maureen is correct. On Step 3 of the grid wizard, select the desired Filter View from the dropdown, then click New / Edit.... In the resulting pop-up, check the box for This is the default view for the grid, then click Save & Close. This should now be the default view for the grid. Thanks Maureen! - Justin

Hi Chris, Have you tried right-clicking on the screen and clicking Reload screen? What about right-clicking on the tablink bar and choosing to refresh the page? Which browser are you using? - Justin

Hello, One of the features we are trying to use with Method is the ability to upload .zip files and provide a way for our clients to download them via their portal. I worked out the portal issues, but now when I try to upload a 22 MB file, the screen seemingly times out. I read previously that you limit files to 5 MB. Is this still true? If it ...

how do I combine 2 customers, I have two customers in method, only one in QB.  method has  Smith,John & Smith, John.  ( space is missing from after comma) they seem to be sharing the same activiites, cases and transactions are different.

Hi Allison,  When you customized the list did you go into the filter named "Shared Occurances" select to edit it and then checkmark the "make this my default" box? (Note: It might just say default view or something I don't remember exactly.) 

Hi Justin, Yes, all the links are updated correctly. It's almost like there is a delay, as if there is a cron job running every so often to update the screens for contacts. If I walk away from it for a period of time and then come back, it will be updated. But the changes I make to the screen are not visible immediately after publishing. If ...

Hello, I customized my Activities List screen and hid the filter dropdown box. I want the "Activity Grid" to default to "Shared Occurances" but it keeps defaulting to "My active occurances on or before today" eventhough I keep changing it. Why won't it register that I'm changing it?

Hi pdx971, Head over to Customize > Tabs in Method and click Edit Tab Links... for the Contacts Portal tab. Is your custom screen the one listed here under its associated tablink? Let me know. - Justin

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I have been working to customize our Contacts portal screens. However, it seems that when I make a change and publish the screen, the changes are not updated online and the old screen is still shown without any of the functionality I have customized. What the heck! This is so frustrating... What do I need to do to get these published screens to ...