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Hi Marcelo, There are better, easier ways than script. Is the calculated field dynamic and unique for each record or is it a total calculation for all records? If it is unique for every record then the best and easiest solution is to store that value into a field in table and have it displayed in the report designer later; if it is the latter ...

Hi Edward, As Fran mentioned, by selecting a previous estimate, changing the information on the screen and saving, you are overwriting that previous estimate with new information. It would be possible to create a button to copy an Estimate, however. It would function similarly to the Create Sales Order button on the ...

Hi Hanley, It seems that everything looks fine. Can you send me a screenshot of the customization screen (on Advanced -> Step 1 of 5)? It could also be a browser issue, if so, your best option is to call our Method support team and ask them to walk you through it. Marwan

Hi Mahlon, As per this forum post, we were experiencing a service disruption on Saturday. Everything should be back to normal now. If you're still having difficulty getting signed in to Method, please give us a call at 1.888.925.6238 x.2 and we'll be happy to take a look. - Justin

Is it possible to create a filter in the activity grid that will omit all future occurences in a series and include only the next upcoming one? For instance, one of my staff has a small but important task that has to be completed twice a week.  When she looks at her upcoming tasks for the month, I don't want her to see 60 occurences of ...

Hi Marwan, I've sent you an email with the screenshot; I had some issues pasting the image in a forum reply. -Hanley

How do I add a summary of a calculated field to a report? I know I have to use script, just don't know how Thanks

And I thought I worked weird hours

HI Marcelo, That is always a challening question. Asssume you are going after Inventory Cost.  You could take the last purchased cost times Qty on Hand thru Retreive Value from table commands and some math calculation. What cost you want to use for Qty On Hand is the main question, since cost is a single event and Qty on Hand is an ...

Hi Edward,  Method CRM does not have a "save as" type of facility. You are just overwriting the old project with new information. The underlying Record id is not changed.  To do what you would like to do, you need some actions which "copy" the lines and information from the old estimate to the new estimate. ...