Method Community

Hello David,    Unfortunately,  Method does not have a timer or auto-action that you can use to send out automatic reports every day.  There has to be a user action to start any process in Method. This can be either a click of a button or change in a field.  There are certainly ways to send it to multiple email ...

Hello Cindy,          You can do the rounding in a 'Basic Match Calculation'.  (There is another forum post on it here).  It would be setup by retrieving the value you want to round, adding 0 and selecting a rounding option.      For commas in numbers, there ...

Hello Blake,     You are right.  From an action, you can call other actions within the screen or copy actions.  Also, we don't have a "global call function" where you can store actions in a central place and call it at any place.  Most likely this is due to the complicated nature of developing global ...

Hello.  I have a scheduled QB Report called Open POs.  I'd like to have this report automatically refresh daily and email to 2 separate email addresses.  is this possible?  Or is it possible to email to at least 1 address automatically?   Can someone walk me through the steps.  Thanks!

Thanks, Greg.  That does help.  That's what I figured was going on, I just couldn't drill into the details.  I'd still like to figure out a mod so that Vendors can use the portal to submit expenses.  It works great for Timesheets.  I don't want to have to add 5 licenses jsut for an occasional expense ...

Thank you for your help,  How do I get to the p"Properties for the Crm Dashboard"? screen? Is this an aspect I will have to do under the admin account?

Hi Eliza, The way the default Opportunities Dashboard is set-up is to allow you to filter the report based on the available users in the Filter By User dropdown. You can see that here. The easiest way to accomplish getting the report from all users would be to customize the screen and insert the same report again, just without this ...

Hello Ed,      The dropdown you are refering to is based on UsersManager field on the ExpReportUserDetails table. The table itself is a relation table because it holds no unique fields; All the fields are from other tables.  The UsersManager field is from the Users table.  This is why you are not seeing Vvendors in ...

In the opportunity dashboard I am looking to have the report "Opportunities by stage" display all method users. How can I combine everyone's numbers within the dashboard? There is a drop down to filter by user, but it doesnt allow me to select more than one user ar a time. Thanks!

HOLY COW. I've been using Method for several years and I'm JUST NOW SEEING THIS!?!?!?! 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. For me, the initial benefit here is I can write actions in one ...