Method Community

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 ...

Hello Greg!  Looking back on this I see that we had made this a custom field (see below on the lower left side). Is this something I can alter on my end? Or is there somewhere I can look for the answer? Thanks for the help!

Hi All, I followed two tutrial videos (on Youtube and blog) and am trying to create customer report in the report designer. When I select Customer in the master table to create a new report, I do not get anything but empty "NewDataSet" in the field list. Therefore I can not select any data from Method. In the Method Customize -> ...

Hello Eliza,    I believe I am in the correct spot.  Let me know if I am off.  There is a button with an ellipse, ... , that you can click and bring up the New/Edit Opportunity Stages menu.  Here you can enter a new stage or select an existing stage to edit the record. Have a good day,  Greg

Hello Eliza,     The calculation is done on the Lose Focus on the Amount and Probability (%) fields.  See the screenshot below that shows the action from the Amount field.  Are you using the default screen for your opportunities? CRM_EditOpportunity is the name of the default screen.  When you refer to the ...

Hello,  Under Opporunity -> Campaign Type, I need to add another stage, "Data Installs". How do I do this myself? Thanks for the feedback!