Method Community

Hello Carmeron222,      It is possible and from what you wrote you did it correctly.  To make sure you have the correct option, I have a screenshot below.  I am making the default filter My Invoices.  Once you check the This is the default view for this grid, the default filter will be for that filter and will ...

Hello Cameron222,     You can certainly add more fields to the report.  As Victoria noted, we have the Help Center with documentation and links to our video series on the Report Designer.  If you need some additional help, you can also look into the Method customization team to help you out or a Method Partner.   If ...

Hi Paul, I got this message when trying to log in this morning. There was an error in provisioning. This Company Account and User combination has already been used by a Method Open ID belonging to mahlon@combooksolutions.com. If you would like to reset your OpenID, please email us at support@methodintegration.com. Didn't know if it was just ...

Obviously Method is more than capable of doing these few things I'd like to add - I suppose I'd have to work with a custom partner, so if any of you are reading this please chime in as I'd like to look into adding the following 2 custom modules: Modification to Field Service - customizing a field service report with fields that apply ...

Method users -  We plan to do a minor update of the Method Gmail Gadget tonight.  The maintenance will be from approximately 9 PM to 10 PM, however, the expected downtime of the gadget should be only 5 minutes. The gadget needs to be updated to meet Google's new oAuth 2.0 specifications.  You won't notice any difference, ...

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