Method Community

Hello larrydement,      To link tables, you create a dropdown field linking the tables together.  Dropdown fields act as the relationships between the database tables.     Is it that you are looking to add and remove fields from the invoice report?  You can select customer information from the field ...

Hello davewalter,      We have reports for Opportunities but not for Campaigns.  The Opportunity reports are under Opportunities -> Opportunity Reports.  You can have a report created to meet your campaign needs.  You can take a look at our report designer videos and Help Center articles.  As well, you ...

You can only click on the left 25%ish of the email field on the sign in screen. I entered my email address and tabbed to the password field. I then realized I forgot to add the ".com" and it wouldn't let me put the cursor in the text box at the end of the text I had already entered.

Hello Naveed,    I'm going to move the post to the MethodAPI forums.  The Method development team can help you out on that line.  This forum is for the Method:New beta testing. Greg

Hello Marcelo,    There is no undo or going back.  It's why there are no mass update actions on default screens.  What you can do is export the table with the data.  If something goes wrong, you can do an import update to revert data back.  Also, do tests on a couple of records first before you do all the ...

Can you add a payment link in Listbuilder?   If so, can you direct me the documentation. Thanks, VLocke

Yeah... I don't remember what or where I was getting this.

I'd like to add a photo of a business card to a contact on my Android (latest android, moto g). Several problems. 1) Chrome dumps out when trying to use the camera as image source- out of memory 2) Firefox works, but the image doesn't get added to the list when using the camera as source. Only using a file works. 3) The worst thing ...

Talk about non-intuitive, one would think at least an option would come up - "Do you want to make a copy now?" Although even better would simply be to let me save my changes, like any normal application. If I want to go back to the original, a "reset all changes" could be added. This is basic plumbing. In fact, how do you ...

This would be a huge advantage, rather than drilling down to make changes. For example, I'd like to add a tag to several leads, or change the lead status. Right now I have to open each one individually and go into edit mode, a two or three step process.