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Ah! Sorry, my screenshot didn't show either!  (My reply didn't show up immediately so I didn't notice it.) 

Hi, Drabert! Great question.  It is possible to customize and edit screenlets, but considering the insights dashboard is still in beta, we have the customization aspect behind a feature flag.  However, it does require a strong understanding of customization. I would highly recommend talking to your account manager to discuss ...

Hello, Tim! I don't know what the configuration for those actions are, but yes, that should work. :)  As long as you have the right RecordID for your estimate, it should be fine.  By the way, in the future, when you get more comfortable with customizing, I would find a way to make it more robust and future-proof by creating a ...

Hello, Tim! The "Insert new row to grid" action is in our legacy Method:Classic interface.  I'm assuming you are in the latest version of Method. To add prefilled options to the Estimatelinedata grid, you will need to add directly to the EstimateLine table.  And, of course, you will need the Record ID of the current ...

Hello and Welcome to Method:CRM blog post by Errol! You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM. We decided that we would take that one step further and create a video for you! However, in this video, we’ve made a slight change. We don’t cover how to import ...

  Hello, and welcome to another Method CRM blog post written by me, Errol! I haven’t written a blog post in a very long time. Lynda has favourites and I’m not one of them. Ha! I’m kidding. Anyway, I have so many things that I want to talk about. For example, did you know that in our Help Center, I have listed out all ...

Hello and welcome to a Method CRM blog post by your Video Tutorialist, Errol. I don't think tutorialist is a word. Anyway, you haven't heard from me in a while because I've been working on videos. And they are finally done! You have no idea how happy I am that this series is complete. We have nine tutorials on Scheduling and ...

Allo and Happy Holidays! Wow! Not only have I not blogged in a while, this will be my last blog of the year! Have I been working on things? Yes! I have! And I will hope to get them out before the year ends. However, I need to share a video with you! A Happy Holiday video that Alex, the documentation guy, made with me! Alex decided he ...

Allo, and welcome to Method’s weekly blog! Or is it bi-weekly now? I’m not sure! Anyway, today is Halloween so a few people from Method dressed up. (I dressed up as a cat because my daughter wanted me to wear ears.) Like our T-Shirts? Also, I recorded myself pretending to be a cat with Alex, who dressed up as ‘Grumpy ...

Allo! And welcome to this week’s Method blog. My name is Errol, and had this blog post come out on Friday, it would have been October 11th! And that would have meant that I had been with Method for 8 months! So close! However, it’s only the 10th, so it’s been 8 months minus one day! HUZZAH! I hope Lynda buys me lunch. Not ...