Method Community

Is there a way to make a Web Form for a current customer or lead?   IE:  Can I make a conditional question that asks them if they have contacted us before and if they say "Yes", it brings up a form that will not create a new lead? Or do you have any other solutions for how to handle the fact that current customers or leads ...

Greetings< Do you think  is possible to have a small picture next to my item discription in a report? Been trying different things but no luck. I uploaded a imatge in the item list then changed the action in the estimat grid to bring over that image to the estimate table so it could print on the estmate report.  No luck on that ...

I made a new custom Estimate screen so I can add text and pics to my estimates.  When I go into "Customers" and then select "Estimates" the new screen is used, however when I select "New Estimate" from an Opportunity, it defaults back to the original Estimate.  Right now I just save it, then go to my ...

Just chiming in here.... We are already able to control the sort order of the apps so we can have the most commonly used at the top. What about having something in user preferences called... Show 5 apps Show 10 apps Show 15 Apps Show All apps for those who don't mind the clutter Then have an option on the dashboard for those who ...

Justin,      From my perspective, already the dashboard is cluttered  and we haven't even added all the basics yet. My thought would be the ability to hide the infrequently used apps from view based on the user. For instance, In my day to day , I mainly do work orders, invoices and rely heavily on my google calendar for ...

Hi hkui, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

Kenneth, For your inquiry about hiding apps on the Dashboard, where would you access them when you do need to use them? Are you proposing something like a "Show More Apps" button, maybe with a customizable threshold for which apps are shown? I can put in a feature request on your behalf, but I'm curious how you see it ...

Matt, I've put in a feature request on your behalf. - Justin

Hi Marcelo Unfortunately, I haven't been able to find an easy way to group by week. In Report Designer there is no function for GetWeek or similar so dynamically grouping by week will be difficult. I know you can group a report using the GetMonth() function but that doesn't sound like it will be at a detailed enough level ...

Hi mholden, Take a look at this forum post, someone asked about this before. Let me know if you have any questions. :) - Justin