Method Community

Thanks for the info Greg.   I found that I had an issue with the sales tax that was causing the issue.  once I corrected that it was OK again.

Duplicate post.

Hello Mike,      You are right that the grids already in the contacts portal (the default portal) have filters that display only the records for the user logged in.  I want to give a little background.  The logins are based on the contacts table and for a transaction to display in the grid, the user has to have ...

Hello Jonathan,      An Action Sequence Order error means one of the actions on the button errored out.  Your first error is saying the third action on the button failed.  You can go to the screen designer and check the actions for the button to diagnose the problem.  Have you customized the screen in ...

Hi, I'm working on a custom report for Activities and for the most part everything is working. However the comments section is filled with <p> and </p> instead of just making a new paragraph. I've attached an example below. When I view the comments in Method online the formatting is fine so I'm not sure what the ...

Hello Cindy,    Sorry for the delayed reply.  The emails take the data from the table itself.  This means the field characteristics are set on the table.  You may have two types of fields.  One is Money and goes to two decimal places.  The next is decimal, which can be of any length but the length is defined in ...

Hi there, Would it be possible to create a link between Items stored on estimates screen to a custom screen? I am trying to make it so the items that are logged for customers on estimates screen have a direct sync to a screen that I have created so we can sort through items, vendors, customers etc.  An ...

Hello Robert,     To attach documents to emails, it would have to be uploaded to your Method account.  This allows Method a physical file to attach to the email.  You can load documents into emails, but they will always go into the document library.  You can have the interface in the background deal with the document ...

Hello Dylan,      The default screens in Method do not have a vacation/time off application.  It may be doable with some customization that indicates when an employee has some time off.  Unfortunately, we don't have this functionality. Greg

Dan,  Thank you for your forum post.  Could you give us some additional details:  Are you using a save function button?  What actions are behind this button? Has this ever worked?  We look forward to your reply.