Common Practices and Functionality
A reference for how common controls work in Method
9 articles
- Custom Filter Views - Legacy GridSave sort order, visible columns and search into a view filter
- Custom Filter ViewsSave sort order, visible columns, and search into a personalized filter view.
- How Attachments WorkAdding one or more files to a record within Method.
- How Grids / Lists WorkUnderstanding the functionality of grids (lists) within Method.
- User PermissionsManaging what access your users have in Method.
- Using Advanced SearchHow to add different filtering conditions to your search.
- Using TagsCategorize records in Method using tags
- Using the HTML EditorHow to use the HTML Editor
- Edit & Send from a TransactionChanging the email or SMS sent from a transaction.