Method Community

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!

Hello,    You are correct in that you need to create a new screen for this.  For the screen, you would need to create a new tab so you can set user permissions.  The permissions would allow certain users to see the read-only screen and not the editable invoice screen.    For the screen itself, you need to make any ...

Hello,  Previously our opportunity stages were associated with percentages, helping us formulate the actual value of the sale. For instance, if a opporunity is under Negotiation/Review the value shown for the deal was 80% of the total value. The deal proposed was $1000k it would show as $800 in our pipeline. Currently, none of these ...

I want our Sales Reps to be able to view Invoices but I do not want them to be able to make any changes to the invoices or add new invoices (orders will be entered via Sales Orders). I understand that we need to customize the Invoices Sheet but not sure how to do this.  Can anyone help?