Method Community

I think you are probably doing something wrong, as this is certainly possible.  The default filter is set when you edit Grid filters; there is a check box to indicate the one you want as default. You may want to invest in some consulting time with a internal or external Method consultant to walk you through some basic customizations - it ...

Yes you can., but you need the Method Report Designer which is installed as a local program on your PC.  You'd start by copying the Method standard report and then adding you own fields. Here's a link to the Report Designer help - it includes some how to videos: ...

How do you set a default filter for a list view. I went in to customize the screen and edited the list grid. And navigated to the option to select the default filter and clicked on finish. Then I clicked on publish. Then save and close. Then I refreshed method, and still it defaults to the original default, sometimes it seems like it chooses a ...

Can you customize reports to add additional information to be included, such as the description/notes of the activity or opportunity? If yes, how would I do that? Thanks

Hello Ivana,      We did some maintenance on the server over the weekend and this may have caused the issue.     Sorry for the inconvenience. Greg

Hi Paul and Team, We really appreciate your quick attention to this problem! All 3 screens I reported malfunctioning are once again working as expected. Many thanks! I was able to proceed with my work this morning as needed. I am curious, however, as to what might have caused such a problem? Thank you, and ...

Everything is complete.  Enjoy your Sunday!

Ivana - can you please try again. We had to regenerate some of the pages in your account.  It appears to have resolved the issue. We're looking into whether other users are affected. Paul

Hello Method:CRM customers.  Today there will be a planned server reboot, which should take no more than a few minutes.  If you are having troubles accessing Method please wait a few minutes and try again.  Thanks!

Hello, I'm having a problem with accessing several screens in Method: (1) Method / CRM / Campaigns / List Builder: Message     ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem ...