Method Community

Adam, I understand there is a process for these sort of things. I can say that it would be extremely helpful if we could start bringing this in, but I realize we are not your only customer. I appreciate you bringing it up with the team, and will wait to hear from you on this. Best, Charles

Well that's frustrating. If you want Method to be used as a full CRM for our customers we need to be able to adapt basic screens like this helping the end user. Is it possible through the API to create something that would work?

Charles, I did get a bit of clarification.  We can in fact see the field LinkedTxn field through the SDK but we don't currently bring it into Method.  It is available for Invoices, but not for InvoiceLineItems.  I can't say if or when this might get added but I'll bring it up with the team. - Adam

Hi Nick,  I'm going to look into this a little further. I'll submit a ticket with the team and get back to you as soon as I have an update!  Jason

I believe the user was using chrome. I'll have to check as not 100% sure, if not chrome it was firefox, i refuse to allow people to use IE

Thank you!

Hi Blake, No you're not missing anything.  Roles used to be controlled by tablinks, which is why you see tablinks in the table.  I'll put in a suggestion to see if we can change this or add a table so you can pull a user's role through actions. - Adam

Hi Ben, Unfortunately, the picture upload screen cannot be customized.  It is one of a handful of screens that you are unable to edit. - Adam

Hi Ben, I've tested some more and added another hundred or so contacts and still haven't been able to replicate yet.  My best guess is that maybe there might have been some sort of browser caching issue or something interrupted the process before completion. I'll continue to look out for it and let the team know to keep an ...

Hi kdellaripa, I would suggest first to try and regenerate the table(s) that your screen is based off.  Go to the Customize Tab, then Tables/Fields, and find your table.  Once you find it, click on the “Edit Fields” button next to table the table name and just click the “Finished Editing Fields” button.  It ...