Method Community

Hi Jason, Actually, some of what you are looking for can be automated. When a sales rep creates a sales order, you can put actions on the save button that also creates an activity for the Accountant and even email them the activity notification. Then, when an invoice is paid, you can also create another activity for Shipping to box the item, and ...

Thank you very much for this detailed response.  I will give it a shot! Meghan

Hello,     The Class table has no relationship to the Opportunity table. First, you are creating a drop down properly, but its not a relationship to the Opportunity table and won't save.  Second, The Opportunity table has a couple screens associated with it.  Namely CRM_NewOpportunity and CRM_EditOpportunity which ...

Hi Mike, There are a few things I would check.  For the blank popup, have you made sure the ActiveRecordID is set when the popup loads? I'm wondering is there's an issue with how the recordID is being loaded when the screen loads. Using the stock CRM_NewActivity screen as an example, there are conditional statements that check for ...

This soluction work well , I try crome and I was still having a problem, but went I used firefox all the issues went away. In an other issue, went I try to change the background color in a section under a screen design, it does not work. I pick a screen section , I edit the section an I pick a background color from the Picker, then ...

Hi furrywombat,   Ok....that was a fun one to track down....there was a buried configuration setting on the server you were hitting...and it was not set to the right value. Try now and let me know if it works.   Dave

Ben, & Kevin, I've sent an email to you and created a case. Thanks, - Adam

Adam: We (Ben & I) need access to the Advanced Inventory functionality in Method ASAP. I have a client requirement with an immediate deadline. They need to do the following transactions/functionality in Method by the first week in December. Item Receipt Inventory Transfer Build Assembly Order Fulfilment This is an emergency ...

Hi, Your account manager has reached out to you via email with a possible suggestion on how we can resolve this issue!   Cheers Jonathan.

A fix has been put in and the issue has been resolved.