Method Community

Hi All, I read from previous post regarding "Transaction" table like: === The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does ...

Thanks Chris for your response and we really appreciate your help since we're behind by quite a bit on this project already. Currently we're trying to nurture our customers through the sales process via our company website. We want to create "leads" based on a user's profile details in our Joomla site (who are not already ...

Hi Mahlon, We're looking into this, I'll keep you posted through this forum thread. - Justin

Hi industrialrobotix, Sorry for the late reply. One thing you can try is to copy your custom screen and select Replace links to an existing screen, choosing your old Estimates screen. If that doesn't work, call in to our support line at 1.888.925.6238 x.2 and we'll be happy to take a look with you. Hope this helps! - ...

HI. Sorry for the delayed response.  I need a bit more information on what you are trying to accomplish. Are you trying to create a customer or another user or another method account?  Feel free to PM if you need to.  Thanks Chris 

Hi, is there any action in Method that can take a file (import from users) then parse it to get the content? I have a case that users would like to import data from excel file, then put it in a grid. Is there any action that can import file and any parse function or file I/O functin? thanks. -- Alex

Hi Kenneth, I've put in a few feature requests, one for a "More Apps" function on the Dashboard and the other for the ability to be able to control the "show more" function on the left nav pane. I'll keep you updated through this post. In terms of Work Orders, they're ...

John, You got me thinking. Add a Calendar Table with each record as a date( all dates out 2 yrs so won't have to redo) and then add week and Month fields and fill in.  Easily done in Excel and then upload to Method.  This is a technique used in reporting all of the time.  then "link" the calendar table to WO ...

Hi Mahlon, I've put in a feature request on your behalf. I'll keep you posted. - Justin

Hanley, The onClosePopUp actions will run when a pop-up from that screen is closed. So in your case, when you close your Sales Opportunity screen the onClosePopUp actions for the screen behind it (New Activity) will run. Keep in mind you'll need some logic on your Sales Opportunity pop-up screen to ...