Method Community

Hi Ben, I've tested this in both Safari's as well and in both I was able to login without issue.  Is this with a custom portal?  If so, could you try with the stock Contacts_Portal and see if you get the same message? - Adam

Hi Ben B, You are partially correct.  First of all, please notice that you are only able to select the “Additional Columns” option from a dropdown Field.  The issue you are running into is that the dropdown menu is not currently visible in your grid.  In order to enable the dropdown selection in a grid, you ...

Ben, We'll certainly continue to work on this.  I'll be sure to keep you posted. - Adam

Glad to see you got this figured out.  Something else to try if you run into this again is to click "Finish editing fields" in the table you wish to link.  On occassion, the table sometimes needs to be regenerated before the text field options show up. - Adam

Hi Ben B, For the custom screens you are having issues with, have you tried going into to edit these specific screens, then clicking the "Publish" button?  I haven't heard of this issue before, so I am hoping this could maybe help clean up your custom screens.  Please let us know if this works for you, if not we ...

Yes, that's good advice.  Some follow-up questions which may affect Method performance: Can the Transaction Sync period be reduced selectively going forward? Can QuickBooks Pro be upgraded at some future time to Enterprise without starting over with Method? Since we are in the testing phase with an older datafile copy, can ...

Hi Robyn, There are a couple reasons why the values you are looking for are not showing up in the dropdown menu you are using to recreate these actions.  The first reason could be because this is based off a custom screen, the stock “Edit Lead” screen is based off the Customer table, however several fields on this screen are ...

Yes that's correct.  One thing I want to note is that the farther back you sync transactions, the slower the syncing process will be.  You might want to select only certain transaction types to have a longer range. If you have a large QuickBooks file with lots of transactions, each full sync will resync all of ...

Support, Is there a way to relate an activity to a "Global Case". In other words if I have a system that is down and it is effecting multiple customers. When multiple customers email/phone in for support it would be nice to create an activity and instead of typing the details of the issue repetitivly, just to realte to a Global Case ...

Thanks, that did the job.  I presume anything I enter in the Transaction History becomes the Default for setting options on individual transactions.  Is that correct?