Method Community

Hi Would you be able to email me your company Account name and the screen this is happening on? My email is in my signature. Thanks! Regards, Ben

Hi Sarah, This is where it gets slightly more complicated. What you are describing is definitely possible, but there a few extra steps. Im going to refer you to THIS helpful forum post for this one. Essentially what you would need to do is create an Add New event to the dropdown, and have this action set to Show Screen in Pop ...

Hi There, If you follow the steps outlined in THIS POST you can copy reports from one account to another. Ive copied the text here (with a few additions) for convenience  To copy a template from one account to another: -Open Report Designer and log in to the account you are copying from - File > Save As - Input the ...

Hi There, I cant seem to recreate this on my end. Ive added a button to the Opportunities List screen which exports the grid to an excel spreadsheet and was able to open it sucessfully. It could have something to do with the browser you are using. Are you using Internet Explorer? Would you be able to try using Google Chrome or ...

Hi Jim, When you Navigate to https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105.jpg in your browser while signed into method, does the image appear? Its possible It wasnt uploaded properly. You need to upload the image through the Email template editor, and not through the Documents Tab in ...

Hi Henry, There unfortunately isn't a way to Automate the process of sending the email on sync. However you could definitely streamline the process of creating an activity for 8 months in the future through method. There are multiple ways you could tackle this, one way would be to set up a screen based off the customer table and set ...

Hi Ganesha, This is definitely possible to do through Customization. What you would need to do is first copy the stock screen, and customize the Contacts grid contained on it. While Editing the contacts grid on this screen, you will need to navigate to Step 2 of 9: Grid Columns, scrolling down to line with ...

Hi FW The Transaction History is how far back Closed transactions will be accessible in Method. Using your Sales Order example, if you were to change the transaction history from (for example) All to 365 days, Any Sales Orders which have been invoiced or manually closed that are older that 365 days old will get archived. The transactions ...

Hi Alex, I would recommend that you first regenerate the table that this grid is displaying. You can do this by navigating to the Customize tab, and clicking on the Tables/Fields tab link. From here, scroll down to the Table in question and click on it. Without changing anything, press Finished Editing Fields and the table will be ...

Hi Martina, Yes! It is entirely possible to accomplish this through Customization. What exactly are you trying to do? There are multiple ways to achieve this. You will likely need to look into using the Loop Through Table action if you are wanting to edit every record in the table, or the Loop Through Grid action if you were looking to ...