Method Community

Can you please confirm what is required for portal passwords and usernames? Or at least let me know where I could find that out? I don’t think I can edit the portal sign-in screen to have a look at the logic/restrictions in these fields. Specifically: • Min and Max length • Any numbers required? • Special ...

Hi Alan, You'll want to make sure the Go Back link on the New / Edit Activity screen is pointing to your custom screen. Hope this helps. - Justin

I have a custom report I created in Method Report Designer that Counts my total number of Work Orders over a given period of time. My report includes a field from the Activity table called "IsChangeOrder?".  This field is a Yes/No field, where we check "Yes" if it is a Change Order associated with an original Work Order. ...

I created a back up and want to discard my current work and replace the invoice report in the contacts portal.

Not just bold, I want the $ intead of USD and the comma for the thousands

Field Service Center, Work Order List, Waiting List

Hi Marcelo, Please email me the name of the screen this is happening on and which grid it is happening with. I will take a look and post back here with some insight. - Justin

Hi Allison, The line item grid of your Sales Order screen has its own table, the SalesOrderLine table. You can add it to your report as a Detail Table and that should make it available for you. Take a look at our stock Invoice (Product) report to see an example of how this works. Have you seen our tutorial videos for Report Designer? You can ...

Marcelo, On Step 1 of 5 for your Balance field's Properties, you can set the text to "Bold" under "Formatting" and "Read Only" under "Advanced Options". Hope this helps. - Justin

I am looking for most recently created Activity per Opportunity. Thanks. Will ask administrator for table access.