Method Community

Hi Kevin, You'll want to customize the screen you'd like to print the report from, then add a button to the screen. Clicking Edit on the button object should result in its Properties popping up. Click Next to navigate to Step 2 of the Properties and you should be able to select the Generate Report action from the ...

Hi Marco, Take a look at the Go To Tablink action on whichever action set your referencing (Select..., for example). You'll want to make sure that the tablink referenced here is valid and has a screen associated with it under Customize > Tabs. Hope this helps. - Justin

Hi Beth, Before Single Sign-In, we were allowing multiple sessions to be logged in to Method:New as the same user. This is now no longer the case. Can you confirm that your customer is not logging in to Method as the same user as someone else? - Justin

Hi Blake, This should now be resolved. Let us know if you're still experiencing issues. - Justin

Hi Jonathan, I've created a support case for a member of the team to reach out and take a look at this issue with you. - Justin

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

Hi Mike, Try using a Show Message action at the end of your onScreenLoad event to show the value directly from Session- Portal- Entity FullName. Also try showing the values from your Action Results in Show Message actions here. This can help you narrow down where the issue is, whether it's not pulling values from the Session or if it's ...

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...

Hi Jonathan, To clarify, are you getting an extra 0 before the decimal, or only after the decimal? Let me know. - Justin

Hi Chris, If you're calling another action set, why not try triggering that action set directly? Click on your Save button and take a look at the number in the error you get, then check your Save button's action set for that action. If you don't get an error with your Save button, then it's safe to rule that out in your ...