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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. ...

Hello, I have been running into some issues with the estimating portion of the app. I have mulitple jobs that i estimate for the same clients. I have noticed that if I make an estimate for say a retaining wall using one type of material, I can send it and save the estimate. Then I wanted to estimate a different project for the job, I pulled ...

The issue appears to be resolved but our team is continuing to monitor the situation.  Thanks to all of our partners and customers for their patience.