Method Community

Dodom, I did speak with Adam, and looking at your updated info here, I believe I understand what you are attempting to do, and what your issue is now.  Still, with this type of customization, I am limited in my suggestions here because I don't know exactly what actions you are using.  It sounds like the main issue here is when you ...

Hi Chris, Would it be able for you to either post or email me a screenshot showing your buttons before/after?  I did a quick example in my own account, but I don't believe I am able to reproduce the issue you are having.  In my test scenario I stacked a few buttons above and below 2 buttons I am going to hide/show. ...

The action that causes this change is showing and hiding the buttons, it seems as though as soon as i show hide the buttons then it wraps the buttons instead of stacks them.

I got involved in an issue concerning my website needing an SSL certificate and am understanding that helps protect customers personal information.  Then I thought the place most customer  personal information is stored in my Method Acct.  Does my method account have an SSL Certicate? Grif

Charles,  Unfortunately, I don't since I don't have Advanced Inventory on my QuickBooks account at this time, I really can't say for sure.  I'll see if I can find out for you. - Adam

Hi mpruet, I believe the Outlook Plug-in should work fine with Outlook 2013. If you are having issues installing it, feel free to call our support line at 1-888-925-6238 (dial 2 for support).  Jason

Matt - Thanks for hleping out. Ben, Matt is right, if you have Customer conflicts, this will prevent the use of the FullName field as it will no longer be unique.  If there are no conflicts, you may still have duplicates. To find them, I'd export the Entity table and include the Entity Type, FullName and RecordID fields. ...

Hi Chris, Unfortunately the "Set color for field object" action doesn't works for buttons, only fields and objects.  Your workaround with swapping buttons (hide/show) is likely the best way to go about this.  In regards to your other issue "keep this side-by-side other objects..." not sticking, are you able ...

Hi Jeff, Although it's possible to import activities through the Activity table, we generally do not recommend it. Activities are heavily linked throughout the entire CRM to many other tables and fields, making this a daunting task. If you do go ahead and try to import activities, I would recommend exporting the Activity table from ...

Hi Scott, With our Report Designer tool, you can make your own reports or edit the stock ones available in Method. Click here for an article about the Report Designer which has the download link to install the program, and also a few tutorial videos to learn how to use it. Once you have got your hands dirty a bit, if you still have ...