Method Community

Good Day! When viewing an Activity, the right half of the screen displays Recent History.  Recent History includes:  Activities, Opportunities, and Cases. Has anyone given any thought to also displaying Documents associated with the Activity?  Perhaps I am missing something, but there doesn't seem to be an easy way to see that ...

ETM, There are a few ways to approach this. You could use the character function action on a drop down object to add all of their names to the activity comment/description each time one is selected. You could add a limited number of name fields to the Activity table and screen... say 40 names possibly....  If ...

industrialrobotix,  What is your current process for tracking inventory? There are allot of solutions out there. If you only need to track simple qty, then Method's great. If you need to track lot or batch numbers, I wouldn't go the Method rout. If you need serial number tracking you need something more than ...

Hey Mike, Yes, it looks like you may have answered your own question. I often do this for clients. If you would like something to save in a spreadsheet, add a button with an export action to the screen. If you would like to preview a report in pdf format, email it, print it and or save it to your desktop,; then use the generate report ...

That was a dead link. Could you please update?

I'm creating a custom Web to lead form. How do populate the Name field from a combination of the First Name and Last Name fields. I assume I have to put a formula in for the "Name" field to pull in the other info from the other firleds when they are populated. What formula will do that? Also I want it to fill in the Last ...

How long should it take to insert 100 records to a table with approximately 10 fields?

I looked at the report creation options for customers and cases.  Is there a way of generating custom reports that include (and possibly can be filtered/sorted by) user created fields?  We have a number of custom fields in the Cases table that we would like to include in reports.  Is an option to that simply creating a display ...

Thanks for your input on it - I still couldn't get the alignment to work, so I just put the captions on top of the boxes for now.  At some point I'll revisit it and spend some more time.  Thanks again.

I have a custom button on my Invoice, PO, and Estimate screens that allows me to send an email to the contact selected, sending them a PDF copy of the invoice, PO, or estimate along with an email template that directs the recepient to visit the portal to view.  In regards to sending "Estimates", they can be sent from either ...