Method Community

It worked!!! thank you so much!

Hello dfreye,     There is a global setting for the time when Method will auto-log off.  It can be found by going to Customize -> My Account -> User Password Preferences.  In the screenshot below, it is set to the default time of 180 minutes.  Unfortunately, there is no way to have unique auto-log out times for ...

Is there anyway to increase the time it takes to auto-log off a user and/or set-up priorities as to what users take precedence over other users to stay logged in or to not kick off a priority user when another user needs to log in when it hits the number of concurrent licenses? This should be based on user level such as admin over staff but this ...

Take a look at email syncing capability. We would love to have email syncing capability like the feature in Oasis CRM.  http://www.oasiscrm.net/OasisCRM/hostmanager.asp 

Greg, thanks! Yes, I found that I did not have permissions to the all tables in the user option. Now I see existing tables in Custimize -> Tables tab. And I can pull Customer data in the Report Designer. Although it took a few hours to show up in the report designer. Thank you. Hope this kind of information will be added to the Tutorials ...

Hello Michele,      I would suggest creating a button on one screen to open the report.  It can be any screen you like.      Let's take a look at the 'Print Preview…' button on the Invoice screen.  The button contains a 'Generate Report' action on the Click Action.  On ...

Hello Yoshi,      I am interested in why you are not seeing tables in the Tables/Fields tab link.  You should be able to see all tables in the Method system.  If you do not see this in your system, give Method support a call at 1-888-925-6238 x2.   I'm uncertain why you are seeing ...

I am working on a Price List/Master Item list.  I have the report mostly complete but cannot find it in Method or a way to see all the records to test the data further.   How do i get this report to show in Method under a tab - Activities is the preferred tab but at this point I'd take any tab.   I am using iteminventory data ...

The following updates, which were originally on staging from July 30th, are now live for all Method users as of September 3, 2014.  The following updates are available on the staging site, as of Jul 30th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method. Fix - Display ...

Hello Eliza,     It's definitely something that you can add to.  The values may have been created when the dropdown was added to the table.   When creating a dropdown for a table, you either specify to create a new table or join to an existing one.  You have two options.  1. You can do an import update ...