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I am having a problem with the Title field in the Contacts table.  It does not appear to be saved when saving the sections in the Contact Edit screen for the main contact for the customer.  It works fine for all the other contacts. Stuart

I appologize up front in that I am not knowlegable about APIs.  My guess is this is doable and wondering if someone can help me make it happen. PayPal has an API called "CreateAndSendInvoiceRequestMessage" It allows you to send information to PayPay and then PayPal sends out an invoice to the customer and handles everything from ...

Naeem - Thanks for the follow up. It is a filtering drop down. It allows us to change which year we are looking at and then see what the client spent that year. So, yes, we filter with this drop down.  Let me know if you need any more info / clarification. -Steve

Hi Steve, Thanks for the question! In order to answer this I need a little bit more info -- is this a filtering dropdown, or an information drop down? in other words, is it a drop down attached to an active record (so it's a piece of information attached to a record)? Or is it something you use to filter (i.e see all records after 2014)? ...

Hi sjk, There is actually a field in the Customer(lead) table labelled CreatedDate, this date is populated when you enter a new lead into Method and I believe this is what you are looking for.  By default this field isn't available on the Edit/New Leads screen, however this field could be added to either of these screens ...

We had a customization done where we had a drop down menu for each year (2012, 2013, 2014, etc). This menu is called the classification year. We are in the publishing business and are always working ahead and need to see our clients commitment levels down the road. In late 2013 i'd manually shift this classification to 2014. It would stay set ...

Help.  I have some reports where some fields have stopped printing.  For example I have some custom detail fields on our Estimates from the Estimate Line that used to print but starting a few months back quit showing up on the reports. I remember there was a problem at one time with the Text field of the properties of the Label in ...

The Next Activity is not updating on my Customer Screen.  I checked the Activity types and they seem to be linked to the appropriate status.  But it is still not updating.  Could it be that I created a custom customer screen?  If so, how do I correct, if not, what other possibilites are there?

Is there a way to see the exact date a lead was entered into Method? Is there a way to see when those leads moved to customers and when those customers moved up levels in the pipeline? I"m looking for some way Method generates a report on this?

Hello Marcelo,       I just need some clarification on the Activity Assigned To field.  Each activity has someone assigned to them and is seen in the 'Detail' column.  You can change the display in the Screen Designer by clicking edit on the Activity grid, going to Step 2 and changing the SQL that is ...