Method Community

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

EDIT: I've found that when I go to the Opportunities tab and make an edit to the existing opportunity, then that opportunity will show up in the Opp. dropdown object on the Activity screen.   Not really an efficient way to operate though....

Hi Justin, I can't add app ribbon items for the Receive Payment or Invoice apps because they are Method created apps.

Hi Kenneth, We're still in Beta with Method:New, so it doesn't have all the features that Method:Classic does. We're working hard to build these features so that we can all use Method:New every day. If you'd like, you can build custom apps in the meantime to perform tasks that you normally would ...

Hello, In my create new activity screen (or edit activity) I have a dropdown object that lists all the Opportunities associated with that Contact.  Using the dropdown field, a user can select the Opportunity by Opportunity name and click an "edit" button to edit the Opportunity in a pop up screen or simply create a new ...