Method Community

Greetings, You have to go into the oppotunity screen and change the new estimate button.  John M

Lets look at this another way.  Right now Method has a way of grouping data becasue a WO has a day. For example Monday.  So when you want a daly report method takes all the mondays for a date range and totals them up.  Pretty simple stuff.  Now you want weeks and right now Method dosent have way of figuring out what a week is. ...

Hey Justin, Thanks for the quick replies.   The filter didn't seem to resolve the issue; I'll try adding the onClosepopup actions and see how that goes. If I add the onClosepopup actions to the Activity screen will those actions run when I close a popup screen such as Sales Opportunities?  Or should I be putting the ...

hkui, More specific to your situation, you'll want to check the filters for your Sales Opportunity dropdown (Step 5 of 6 for the dropdown). If you filter based on the Contact field rather than the ContactName field, it may resolve your issue. - Justin

Just following up on Status of this. Any hopes of this being fixed in the next few days?

Hi hkui, Take a look at the actions for the onClosePopUp event of the New Activity screen. There is conditional handling here to auto-populate the Contact dropdown with a Shared Result, if there is a Shared Result returned from the Search Contacts List pop-up. See below: We can see from these ...

Marcelo and Jeff, in designer, if you use a Pivot Grid there is a "Grouping Interval" for a Row/Column value - which contains all sorts of Date Values (week, month, etc). When in Dessigner, put the "Pivot Grid" up in the Page Header or Group Header, so that your work orders summarizes correctly. It will ...

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 ...