Method Community

Hi everyone!    I'm facing the following problem. We are creating APi script for new leads. We do this by importing into cusotmer and contacts table. What bothers me isd the following. I'd like to have a LeadName filled in so combined field in Leads and Contacts List would show them. However I'm not able to ...

Hi Ben,    I've granted you access.

Hi there,     I'm editing my copy of ContactsPortal_transactions screen in order tzo show a message to customers when they log in. I've sucesfully added labels and entered text there. Today I've tried to change the text, and published this screen again and it still shows the old text. I've also tried removing ...

   Hi again,    We have tested this from multiple computers. Two accounts are affected. The Nicole's one and Cyndi's one. They even tried to log in from their home and it is showing the previous day date. What could be causing this?

Hi Ben,    This is the message I've received from Method today, and it may be the key to solving this issue: http://screencast.com/t/XU0lVI2D7p Same happens for nicole nevermind the computer she is using.

Hi Ben, I've set up the grid as you have suggested me: http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/qf5Cfaxjj5u When I go to that grd and hit the link button it gives me this error: http://screencast.com/t/BTjt7rxJeQ You can see the format of link in Desc field and I tried it ...

Hi there,    We are using API to import invoices into method, from a third party tool. Once this is done it shows correct time of import to me and another colleague. third coleague (Nicole) has the previous day set there. I was told that methodcrm picks up the time from local machine. I reviewed the settings on Nicole's machine ...

   Hello there,    I'm having links for call recordings imported into InvoiceLine Description http://screencast.com/t/DZauHZVI How should I edit this link so I get clickable links in MethodCRM customer portals. So the goal is that customers could click a link in grid in their portal that will open their call ...

[quote user="Method_Adam"]As for the Customer table and FullName field, can you try to regenerate the table?  You can do this by clicking Edit Fields for the Customer table, then clicking the button, Finish Editing Fields. Please let me know how that turns out.  If it doesn't work, a duplicate field may have gotten into the ...

Also Customer table has a un ique field FullName and it is marked as a unique in method. However when I try to add it as a column for dropdown, there is only recordID.