Method Community

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 ...

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