Method Community

Hi RedDeezy, It’s difficult for me to diagnose the problem over the forums, but I’ll make a few suggestions. - Re-enter your username and password to verify that they are correct. - If you’re using your email to sign in via the Outlook plugin, try your username instead. - If you haven’t done so already, follow through ...

Hi Shanari, The easiest method for accomplishing this would be to add a dropdown field to your Customer table that links to your students (probably your Customer table again). This is your referral field. You can then add linked fields to store the additional data that you need via the dropdown such as the student # and student email. When you ...

Hi Mahlon, I have some questions. 1) What browser are you using? 2) Have you tried clearing your browser’s cookies and cached files? 3) Have you tried using a different browser? If so, what was the result? 4) Have you tried signing in using a private browsing window or incognito mode? If you try the above and are still receiving the ...

Hi Kerry, Access to Beta is granted on a per-account basis. I've put in a request to add this account to Beta, however I don't have an ETA on when it will be actioned. For anyone else reading this post, please contact your account manager or email support@method.me to request Beta access for any accounts. - Justin

Hi genequisisem, Is this a stock report you're having problems with? Head over to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

Mahlon, What's the behaviour associated with the switch account function not working? You might want to give us a call about this one so we can do a screen share. If you'd still like an account removed from your Method ID, please email me the Company Account name associated with that account. Alternatively, if ...

Hi Flyfisher Yes, you are correct changing the master admin's username will transfer all of the old admin's activities to the new username. This Help Centre article describes the master admin user and changing it.  As for your question, unfortunately when you update the master admin's username it is ...

Hello Pookiefeb, Here's my answer. You have to make sure that the template you have customized for Estimate is set as a default template. In order to check that click on More actions.. -> Customize Print Template -> Estimate -> Select your template that you have customized and save it. You can repeat the same steps for Choose ...

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 ...

Hello a.kendrick,      I checked the calendar options in the screen designer.  There is no option to reduce the height of the timeline calendar row size.       There isn't, what I like to call, a timer in Method.  All actions have to be set off by a user action.  This means the user would ...