Method Community

Hello industrialrobotix, Here's my answer. As far as global search is concerned in the current version of method it is not possible. This feature was also requested before by few other users. With that being said, there is certainly a possibilty of implementing that in the future version. Thanks for your ...

You are welcome. I would suggest to add one more column, basically right now you are working with three cells in each row, once you expand it to 4 cells it should work fine. Test it and let me know the result. -Inder

Hello giseburt, Here's my answer. It is possible, but it will require a bit of customization. Firstly, you have to copy New Activity screen and click on edit. Once you are in edit mode, you can add a grid to the Recent History section based on the DocumentLibraryLink table. Once the grid is created you have to assign ...

Hello giseburt, Here's my answer. I tried to replicate the issue on my end and it is working fine. There was no negative duration and Activity staus was not completed. Can you please provide me the full screen shot so I can look into that. -Inder

Hello DaviD, Here's my answer. As you mentioned that you are using Quotes tablink for both Customers and Lead Tab, can you please confirm that if you are using two diiferent screens for both the Quotes tablink. If you are using two different screens, I would suggest to check the actions for Generate Report on both screen, there ...

Hello DavidD, Here's my answer. Can you please confirm, what type of transaction(estimate, invoice?) it is? Can you please provide a full screenshot, so we can check what exactly might be the issue. Did you customize your screen or it is happening on the default screen? -Inder

Hello Dave, Here's my answer. I tried it on my account and it is working fine. I suggest to clear your browser cache or try diiferent browser and see if the problem persist. If you still getting error, Please call on our support line 1-888-925-6238 option 2 and we can look into the issue. -Inder

Hello Jennifer, I am glad that it is working for you. Wish you a great weekend! -Inder 

Hello Mike, Once you click edit on the text box you added, you get a pop-up screen for setting up properties. Step1 of 4, under Caption: you can rename it with actual spaces between   and your caption. Depending on your need you can add spaces between them. You can always change it, till you get your desired result. Hope that ...

Hello Jennifer, You do not have to assign any action to BillEmail field, you have to assign the above actions to "butCalculateAddress" field only. "butCalculateAddress" field is present under Add/Edit invoice section. Also, attaching the screenshot for the same. In case of any issues, please let me know. Hope that ...