Method Community

It is in the stock screen.  And it seems like it happens when for example: I completed an activity with Bob with Company A.  And then I click on schedule next activity with Sam with Company A.  It defaults the email back to Bob's.  They both have email addresses.  I feel that the person you ...

This would be a great feature to add.  When writing an email you have to click the spell check button.  This should be automatic like other email providers.

I have a report that shows completed work orders, how do I add a sum that shows me how many work orders are in the report?

I am not looking to do this with a stock screen. What I need to know is, with a custom screen and/or API function, CAN I apply a credit memo against an invoice with a custom screen in method for the following operations: 1) Standard credit memo / payment un-received on invoice 2) Credit memo to be applied to invoice with payment already ...

Have a new client who has a holding company and two subsidiary companies (with more to come), each one having a different EIN. I seem to remember a Method feature called 'Groups' (I think that is the name) that reminded me of the structure Joe Woodard has with his businesses. My client needs to access the individual EINs as well ...

Hi Marcelo Unfortunately I don't believe there is a way to change the format of the DatePicker object. What you could do, however, is have a read only text field next to the picker that is updated by a DateChanged action in the picker. It isn't pretty but it would do what you are after. Jeff

The data was not updating

In Method Classic we could set up other employees as method users without the ability to sign into Method. We used this for scheduling, etc. How can I do this in method classic? 

Anyone? Is it not possible to simply create the payment receipt and leave the full amount unapplied?

Hi Grif The Contacts app is a representation of the Contacts table which contains customers, vendors and employees. If you want to show only vendors or only customers you can do this one of two ways.  Option 1 You can add new Grid Views to show only Vendors or only Customers. This is the easier option and should achieve ...