Method Community

Hi Cameron222, If you have already edited a screen and have it appearing the way you want, you can easily replace all the links to the default screen by copying the custom screen. Just copy the custom screen as you did the original screen. This time, select the "Replace all tab links" option, and choose the original ...

We purchase items to be stored and sold out of a warehouse but we also sell direct from our suppliers to our customers.  The current view in the Purchase order screen list all items in alphabetical order and lists the item for both the inventory and non-inventory versions.   For example Customer A wants to but 15 widgets from us and ...

I created a pivot grid report in the Report Desinger. When previewed it show the first 100 customers. 1.) I can not seem to find a way to preview more records 2.) When I create a report page in MethodCRM nothing returns 3.) When I use one of the build in report pages one page of records is returned I have been successful getting graph reports ...

Hi Scott, I've been in touch with you and we're working on your case now, I'll keep you updated by phone. Thanks, Justin 

Tickets open, still no luck so far.  Hoping this is some issue that the community can benefit from when resolved and not that the integrations aren't working.

Hi NickZeik, If you want to accomplish this, you can do so by making the grid editable. Go to the Grid Wizard for the grid you want to edit by clicking Edit on the top right of the grid object when customizing the screen. Go to Step 5 of 9 in the grid wizard that pops up and select the radio button to the left of Editing takes ...

Has anyone else gotten through these hurdles without giving up?  We love the Method CRM but we can't get particularly the critical document feature that was advertised to come close to the promised functionality.   SMS texting of reminders has not worked, does not work, nobody knows why. SmartVault integration has been a total ...

How do I use a copied screen in place of a default screen? I have already copied the screen I wanted to replace and edited the copy. How do I get Method to use the copied screen instead of the default screen?  Specifically, I am trying to add my quickbooks custom fields into the screens for adding a New Customer and Edititng or Viewing an ...

Hi Chris, I just tried it again and I'm still getting the same error.

HI. Apologies for the delay in responding to you.  Can you try again and see if the issue is still occuring?  Thanks Chris