Method Community

You are welcome. I would suggest to add one more column, basically right now you are working with three cells in each row, once you expand it to 4 cells it should work fine. Test it and let me know the result. -Inder

Hello giseburt, Here's my answer. It is possible, but it will require a bit of customization. Firstly, you have to copy New Activity screen and click on edit. Once you are in edit mode, you can add a grid to the Recent History section based on the DocumentLibraryLink table. Once the grid is created you have to assign ...

Hello giseburt, Here's my answer. I tried to replicate the issue on my end and it is working fine. There was no negative duration and Activity staus was not completed. Can you please provide me the full screen shot so I can look into that. -Inder

I have a question about retrieving information from multiple tables with multiple entries all linked to one customer and reporting it in Excel. Situation:  We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO. Customer Table with basic customer info.  (Name; Address; Rep; etc.) A Contacts ...

I keep having multiple customers in my customers list for every contact I have for that customer. It clutters the customer list! How can I make it so it only shows just the customer itself? Thanks!

Hello DaviD, Here's my answer. As you mentioned that you are using Quotes tablink for both Customers and Lead Tab, can you please confirm that if you are using two diiferent screens for both the Quotes tablink. If you are using two different screens, I would suggest to check the actions for Generate Report on both screen, there ...

Would it be possible to request from Method a keyword search tab where we can search items in our database with or without filters be it items, opportunities, estimates, etc....Not a report, but a search that brings up links to where the keyword is found kind of like a google search of our database?   Example - I sell ...

Good Day! I am wondering whether I am doing something wrong. I am creating activities for a future date.  The activities have an Activity Status of Not Started.  I save the activity.  I am not using Save and Complete. When I look at the activity, it has a completion date and a negative duration. When I do Save and Complete ...

Hello DavidD, Here's my answer. Can you please confirm, what type of transaction(estimate, invoice?) it is? Can you please provide a full screenshot, so we can check what exactly might be the issue. Did you customize your screen or it is happening on the default screen? -Inder

Sometimes the google calendar does not seem to update.  Yesterday I moved a work order in method to a date 2 weeks in the furture.  I also moved another work order from one user's calendar to another.  24 hours later. Neither change has been updated in the user's google calendar.  Any idea what it takes to push this ...