Method Community

Hi there Spencer, Are you able to show us a screenshot of your actions on the Grid? and the field list? Adding a Link to a Grid in Method:Classic with the caption 'Delete' should add 2 actions to that link, similar to the following; Thanks Spencer -Ben

Hi Blake, We dont sync with this information currently, but a similar result could be achieved through customization. You would just need to add a new field to the Vendor Table (named something like 'DefaultAccount' for example) - and have this information pulled onto your bills screen when selecting a Vendor. Thanks Blake -Ben

Hi there Keke, Thanks for posting! You aren't able to directly 'restrict' picking a date which is earlier than today, but you can certainly do some quick customization to acheive the same result! You would need to add actions to the OnChange event on the DatePicker object which would; Check if the entered date is Less ...

Hi Maureen, Great question! We've written an FAQ on the subject which you can view here. The Short Version - The current Gmail Gadget will be replaced by a revamped "Gmail Add-on" before the August cutoff.The Feature is currently in development, and we currently anticipate its release ...

Hi Stuart, Thanks for Posting! I'm going to need a little more info here - Which portal specifically were you using in your account? What Screens / Grids are displaying only some records?  You might just be missing an Override Filter by Active RecordID action on Screen Load. Feel free to email us ...

Hi GroGreen, Great question! We've written an FAQ on the subject which you can view here. The Short Version - The current Gmail Gadget will be replaced by a revamped "Gmail Add-on" before the August cutoff. The Feature is currently in development, and we currently anticipate its release in late June 2018. Hope that ...

Hi there, Thanks for posting! Im sorry to hear you are having issues with the Report Designer. Can you try creating a copy of the report and testing this out on the copy? perhaps try another PC if you have one available?  If you are having troubles there too - please feel free to reach out to us at success@method.me or ...

Hi Rozetta, Thanks for posting!  The workflow you are describing is certainly possible - but would require a bit of customization to function correctly. The fastest way would be to copy the Work Order list screen, and remove all the 'Shared' filters from the list grid - thus leaving you with only the 'My' filters. ...

Hi there David, Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this? If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a ...

Hi there rollerroman On the Click actions of the Grid on your screen - You should be able to set the Active RecordID of the screen you are opening when you use the Go To Screen action - Is this what you are trying to do? If you are just trying to populate certain fields based on the selected customer - you could also try utilizing a Shared ...