Method Community

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 ...

Hi Greg, Thank you for your help. When I add the screen to the portal page (as you did) I am able to see everything in the grid perfectly fine when I am the user logged in. However, the grid is empty if I log in as a contact through the portal. Could you please verify that your grid is visible in a portal session and not just while ...

Hello Mike,        Unfortunately, you do need to have a program like Imgur to post screenshots onto the forums through a URL.     The filter looks fine.  I'm not sure why it isn't displaying the items.  I tested this on my own account.  I created a brand new screen that is based ...

Hi Cam, Please clarify, where is it displaying with the <p></p> tags? Is this inside of Report Designer? -Audisho

Is there a way to delete some of the default "Stage"s in Opportunities?  We want to get rid of: Closed Won, id. Decision Makers, Needs Analysis, Perception Analysis, Prospecting and Value Proposition. I have been playing around in there are while and can't seem to find a place to delete those. Anything you suggest would be ...

Hi Audisho, Thank you very much that pointed me in the right direction All the best

Under the Home Dashboard in Method I can see reports for everyone individualized. However, I would like to be able to see everyone's reports merged (such as opportunities, activities, etc). How do I create an account or report in the Dashboard that combines every user's numbers into a single report?

I have an event table that lists events and their start time and includes a field to list a planning meeting. For a dashboard I'm creating a grid listing planning meetings needing to be scheulded. I want to list events that occur after today but before 90 days out that have a blank field for planning meeting. The ...