Pricing & Sign up
Menu  

Browse by Tags

All Tags » customisation (RSS)

  • Currency Issues - For non-US users!

    I have amended the default currency from USD to GBP for Method but it seems to do very little on the Home Dashboard which still shows numbers in USD and converted via some Exchange Rate by the looks of things too. How do I get GBP showing throughout my screens? Thanks Alan
    Posted to Forum by ahardist on 05-01-2012

  • Make table pop up when slecting from a drop down

    So I am new to the customization part of method and my boss and I have spent a long time trying to figure out how to make a table come up once selecting an item from a drop down. We have created a drop down of a list with the machines we service, what we want to happen is by selecting one of them from...
    Posted to Forum by Smillard on 06-28-2011

  • Display and filter by activity date

    I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...
    Posted to Forum by kevin.murphy on 07-21-2010

  • Search and Filter

    I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New...
    Posted to Forum by kevin.murphy on 07-16-2010

  • Undo customization / exit without saving

    Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving...
    Posted to Forum by claire.bemus on 12-18-2009

  • Customising Invoice and Estimate Templates

    Hi ! Just a quick mail to see if anyone can help, I am trying to locate the screen to edit what the invoice template and estimate template are like for emailing directly from method etc, Of course i would like to add company logo to this etc, Another query I am also looking to solve is chaning the $...
    Posted to Forum by ryaninlonfon on 08-14-2009
Page 1 of 1 (6 items)