Method Community

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 ...

Thank you Greg.  All is well now after having been logged out overnight. -James

Hello,    I was able to reproduce this on my account. I changed the end time in the Time In / Time Out grid.  On both Update and Save it occurred.  I will create a ticket and let the developers know. Greg

Hello,    Sorry for the late reply.  You can't associate and activity with a case once the activity has been created.  You can view activities and create new activities on cases, but not attach an activity to a case once it is created.  There isn't a work-around per se.  The Gadget is configurable and not ...

Hello Victoria,    We'll take it into consideration.  Sometimes our hands are tied due to limitations in the availability of data to use from Google.    Thanks for you input,    Greg