Method Community

I need to forbid printing of all data in Method for all staff members. Is there a fast way to forbid printing for a specified role or I need to go through each screen and edit the print button permissions?

Hi Adam, Yes when I go into CRM , hit the Customer Tab, and use the Existing Customers and Contacts.  I click on the Go To for a Contact which is the main contact for the customer.  No title shows up in the Rep / Type / Title column.  It goes to the Edit screen.  I select the contact tab for this customer and the contact ...

Hi Stuart, Is this issue with the stock Edit Contact screen?  I just ran a test myself and the title saved for both the main contact and any other contacts without issue. Does this happen with all main contacts? If this continues and you can replicate it, please give us a call at 1-888-925-6238 x2 so we can have a look at this with you. - ...

Hi James, Glad to hear you got this sorted out.  :) - Adam

Hi, Sorry for the late reply.  Can you tell me the status of the activity?  Also, have you deleted any activities for the customer?  I you have deleted that next pending activity, it can leave this field blank. - Adam

Has anyone been able to use the Credit Card Processing Action to process a refund successfully?

Steve - Thanks. Now is this built into a grid, or do you use the selection in the drop down to change the active record of the screen?

Update.  I was able to fix this problem by deleting the controls from the layout and then re-adding them.  Somehow the data binding got buggered, not sure how but they work now. Cheers, James

... or any other transaction table (Sales Order, Purchase Order, Invoice) If I do this as a result of an action (say, emulating the Duplicate feature found in Quickbooks for a given transaction), and I have Method set to assign the Refnum numbers for these transactions when passing to QB, does Method still assign the Refnum? What would be the ...

Perhaps these screen shots will be helpful? This is the drop down: This is what it looks like when you drop down the menu. If i click <add new> I can get to a screen like this. Then I have this. Any and all help would be greatly appreciated.