Method Community

Around 10:30 EST on July 17, 2014, we started having an issue with Method reports.  Many of our reports stopped working at the same time.  These are custom reports from custom screens that have been running well for months and have not been changed recently.  I am trying to find out what the Method folks may have changed ...

Hi Jen, The link you posted is broken so I am unable to see exactly what you are having issues with. Tags that you create will only show up for the specific table you created them on. If you did not create the tag for contacts, but you created it for an opportunity for example, you will not see this tag in contacts. To add a new tag, simply ...

Hello Jen,     You are in luck! We have reports that you can run from Method on various items including customers and contacts. Here is the blog post on Method reports that has more information.   In Method, go to Customer -> Customer Reports.  On theis screen you can generate simple reports on your customers and ...

I have two different sections that should be combined into one and be another tab added to Customer content.  I'm stuck.  Any suggestions?

I am trying to add tags to my contacts, but the tag list is not displaying all of the tags that I have  https://www.evernote.com/shard/s409/sh/542dc218-5d7b-4aca-9d8f-289d6f04927e/b301f43cda763f9f595040ac19e3359b Thanks!  Jen

Is there a way to view and/or run a report so that I can see all of these contacts together in alphabetical order? Thanks! Jen

Hi Wentsi, In order to edit or create new reports, you need to download and install the Method Report Designer. In your case, there is actually already a report with comments included and you can already access it from the Activity Reports screen. On Step 1, choose “Advanced” and click “Go to step 2”. On step 2 you will ...

How do I get more info onto my Activity Reports? I would like to also have the Customer name and comments in my report. Thanks, Wentsi 

"Apparentlly Button Actions allow you to not only copy Action steps from elsewhere on the current screen, you can also copy action steps from ANYWHERE else within your app/account." Nice.  I won't be recreating action steps manually any longer.  Thank you Blake. -James

Thanks.. I have many screens that are definitely not simply modifying data on a single table...things that our business has been doing for YEARS on pieces of paper but that had quite a bit of manual effort and logic involved with a heavy dose of math and intuition added for good measure. I've written countless actions that are not based ...