Method Community

Hello,    This issue has been resolved.  I'll move it to Fixed and Resolved issues.  Let us know of any other developments. Greg

When writing a report in report writer- how do I pull information from two different master tables? Right now when I do it, the first master table information that I made no longer comes up. My second question is- Is there a way to get it to export into excel where it doesn't look so messy? By messy I mean having so many merged fields, some ...

Hi MikeB, Minimum length is 6 characters, maximum is 10 Numbers are not required Special characters are allowed but not required Hope this helps. - Justin

Hi davewalter, You can do this but you would have to create a calculated field, using an expression like: Iif(Activity.IsChangeOrder == 1,1,0) This will return 1 if IsChangeOrder = Yes, and 0 if not. You can then use a Summary function to total up the 1's and 0's, resulting in a +1 for every Change Order. Hope this helps. - Justin

The majority of our new business comes from Realtors.  We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us.  I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?

Hi Mahlon, I've confirmed this is working on Android & iPhone. It may be blocked by a pop-up blocker, so check there and see if that's what's causing the issue. - Justin

I have not been able to get Method reports to run on a mobile browser. Am I missing something or is that not possible? Will it ever be possible to print from Method NEW on a mobile device? I have a situation where printing a workorder would be helpful for the workflow.

Hi Mahlon, I've opened a ticket with our development team for this, I'll keep you posted via this forum thread. - Justin

Hi Mahlon, I've opened a ticket with our development team for this issue. I'll keep you posted via this forum thread. - Justin

February 3, 2014 Contacts Fixed issue with Auto set name when creating a new contact. Fixed issue with loading contact information in the Contact portal home screen.