Method Community

Hi Nick, Can you please clarify for me? In your "Event" table, do you have a dropdown for both "Customers" and for "InvoiceID" or are they linked in some other way? -Audisho

Hi Audisho, Again, great reply. Thats sorted now and the screen is fully operational. Thank you.  Daniel

Hi Daniel, When you copy a Method stock screen for customization, you have the option to completely replace the original with that copy. The copy will replace the stock screen in any tab links or actions in Method. If this is done, any actions that would have originally opened the stock screen will now open the copy. If, however, you chose ...

Hi there, I have created a screen with a grid that has an action link, which takes me to the relevant Estimates record in the "Estimates" screen. That works great. However, the Estimate screen opens up under my custom screen tab. The only way to come back to the original custom screen is to refresh and go back. I am ...

how about using a different version?  if your using oct try feb 

That did the trick!

Hi Eliza, Reports are created using the Method Report Designer. These reports can then be inserted into any screen through customization. To create a new report: Open up Report Designer Go to File -> New (alternatively you can open an existing report and modify it with File -> Open) Log-In with your Method Company ...

Hi EMMInc1, When editing or creating a new opportunity, beside the stage dropdown, there is an ellipsis button. Clicking this button will open a screen which allows you to add new or edit existing opportunity stages. To remove a stage, simply select it, click the “More actions…” button and click “Delete ...

Hi Nick, In order to filter your list “before 90 days” you will need to use a Shared Result which can be generated using the OnScreenLoad event. When customizing your screen, click on “Advanced…” in the top left. Proceed to step 2 and continue to create an Action Set to get the current date, add 90 days to the ...

Hi, I'm trying to figure out how to best customize my company's Method interface (basic Method CRM) to be able to pull the kinds of info/reports we're most interested in. I'm having a bit of trouble figuring out what's possible and what's not, as we don't have access to the report designer (we use Macs) so all our ...