Method Community

Hi James, I did a test in my own account, doing my best to replicate what you are suggesting. It appears to be working for me, but I would like to confirm what I have done is similar to what you are attempting. I created a new screen based off my Customer table, then added a Customer grid, I included fields Sales Rep, RecordID, and Customer. ...

I've created a mobile screen called 1RPS_Time_Clock_Helper(Test) which I would like to use to "clock in/out" training employees.  The trainer will open the screen and use the dropdown to choose which trainee/helper to have filtered within the grid.  I've created an action to change the grid filter to ...

James - honestly, I've been saying "weeks" away for "months". So, yes it's hard to say. But I'm now say "days" away instead of "weeks", if that's any indication! Paul

I realize that plans can always change; however, are you able to tell us when Method plans to make Version 2 beta available for use?  Again, I know the date can always change but it would be helpful to know if Version 2 is months away vs. years away.  If we are talking about a few months, then creating an "is/is not" ...

Hi Afrodite, We've done some testing and discovered a few things. It appears that something has become corrupted on your grid. We tested the following to confirm this: 1) We created a new screen with the contacts table, built a grid, and created the Excel button -- it exported without issue. 2) We copied the original CRM_CustomerList ...

To anyone following this forum thread, I contacted wildliferemoval offline regarding this issue he brought up here.  This sounds like a Support issue directly related to his account, so I have created an internal case for this and I am working on a resolution for this with Joe.  I will update this thread once we have resolved ...

Hi Blake, As far as I'm aware, we don't support Google Voice, but I'll check with the team to confirm. I'll also see if there are any plans in the future for this and report back. - Adam

Thanks Fran for posting.  Your idea is a good one and is a fairly straight-forward customization. - Greg

Sandman Greg and Ben's ideas are great.   One of the first customizations I do for a client is to add the Portal Name and Password to the Contact screens. And to add a special screen using the Conatacts table, just to manage Portal User Names and Passwords.   Makes it much easier to manage the process and it gives you the ability to ...

Hi Francisco, Like the idea of what you are doing... Here are some thoughts: How is "remaining occupancy" setup.?  As a Item field in Method only or as an Item CustomField in QB?.    I assume that the Item would be something like "SuiteStays" with  "remaining occupancy" as a field to that ...