Method Community

Hi Mahlon, I've created two tickets for these issues. I'll keep you updated through this thread. - Justin

In writing my previous post, it has come to my attention that there seems to be no way to save the Is to be renewed flag. Our development team will look into this issue and I'll post back here with any updates. - Justin

I have a dropdown objet base on the customer table, that shows me customer name and customer category. When I select a customer the customer name is inserted into a table I want to have actions that if a check box is checked when I select a customer, all customers with the same category will be inserted into the table How do I do that?

Hi Marcelo, The Is to be renewed flag is set in the Work Order Recurring Dates settings. It's assuming that if everything goes well, the Customer will continue using your service and you'll want to renew indefinitely on a year-by-year basis. For example: A customer has you do some gardening work for them ...

I got what I stated to work!  The table selection value changed when I changed the row to screen.

Hi lzimmerle, In the screen designer for your Mobile_Customers(#) screen, click Edit... on the Transactions grid and click Next until "Step 3 of 9". Here you will see the "Default" View and its settings, as per below: From here, take a look at the settings for the existing filter in the list by ...

HI. I'm also looking for an integration between Gravity Form to Method CRM. I'm curently using Zoho CRM (That have this possibility via an addon on wordpress) and it's very very good. Gravity form is very powerfull so, it's sad that you dont have any way to integrate it especially when all big CRM compagny do it even if they ...

Would you explain how to create a Filter View with the Transaction Grid's wizard you are talking about? And what do you mean by copy the logic?  I don't know how to get to that. Thank you

Not really.  I"m just trying to get the Equipment Name from the Equipment table to this screen. so I can report on the equipment from the work order.  I don't necessarily want to assigne it here. I'm not successful any way I try.  I've assigned the equipment Name to a shared result from the work order list ...

Method New now lets us add a contact as an Other Name. We like this for Networking Contacts that are neither a Customer or Vendor, but we need to store their contact information and record activities. I noticed the Gmail app does not accommodate other names. What is the plan for this going forward?