Method Community

Greetings, This is what i would do.  Create a grid and make it so you can filter the discription collum.  In the filter section enter flats, the grid will then only show flats and add up the numbers.  When I am done with that i would change the word flats to corner so then it would add up the corners.   Would that help? John ...

Hey Sandra, Thats interesting because everytime i tell method to print a invoice or what ever it shows up on front.  Sounds like a browser issue.  I use chrome and I know there is a setting that makes it so that any new windoes are in front. John M

Any chance we can get a API call that allows us to copy a screen from one account to another?  Also, still looking for ideas on rowversion.

Hi  Mattohm, You can add through the report designer.  Under Customize Templates you  have open to customize with Report Designer.

I was wondering if there was a way to have the "Memo" field on the "Estimates" screen show up on the estimates when we hit print preview.  We use the memo line to summarize what the estimates are for and would like our clients to be able to know at a single glance what the estimate is for. We would like the test in the ...

"I hope this is a simple problem, we are new to MethodCRM and we want to do the following: When creating a new activity and then choosing a contact, we would like to have customer's account number appear under the "Lead / Customer / Vendor / Employee Details area.

It's back to dollars now for no apparent reason. But it switches back and forth intermittently on multiple computers.

Is it possible to program method to look at all lines of a grid (see sample below) and calculate sum of Total FT for only the lines that have value of "Flats" in the description and then do the same for "Corners"?  I would then need the sum of Flats and Corners added to section below that's in bold.  Can you let ...

I recently lost a Sales Rep.  I want to take all the future Activities that the old rep had and assign them to the new sales rep.  Is that possible without aving to go into each individual Activity????  This should be a pretty common occurance for anyone that loses a salesperson and later replaces them with someone ...

When we hit print it creates a pdf.  This pdf always opens up behind the method screen. This is hard for our users that aren't "computer user friendly". Is there a default so that it pulls the pdf up in the front?