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ok I created my report but now when I try and filter using the comments field in activity I get the following error. Error^Action Sequence Order:1^ERROR:You have specified that a filter should be applied to your report, however no filter criteria was sent. For security purposes, this report cannot be shown.

I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them. Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen. I regenerated the Entity and Customer tables.

Hey ashead, Regenerate the Entity, Customer, and Referral Source Entity tables (in that order). To regenerate a table go to Customize > Tables/Fields > click on the table name (e.g. Entity) > then click Finished Editing Fields. Rinse and repeat for the other tables, then check your screen again. *Note: When you are in the Referral Source ...

Hi Bryan, The short answer is yes, its capable.  Both of our hosting partners, Insyq and Right Networks, have managed to get the Method sync engine to work with their hosting solutions.  I believe there are others that have been able to get it to work as well.  With that said there are some considerations to take into account. ...

This is a guest blog post by Laura Redmond.  Laura runs Redmond Accounting, a cloud-based accounting firm, and is a partner at Cloud Consultancy, the publisher of AERO.  Method is her tool-of-choice for automating manual business processes. AERO is a new app for Method CRM that allows you to manage multiple staff performing multiple ...

Thx Mark. I have a couple questions about that...will hit you up via email. Thanks again

Blake I know you want to avoid the IT comlexities but we've had great success with the proxy route.  The key component is the IT infrastructure.  Once we started using AZURE as the infrastructure we can deploy a new proxy service in a matter of minutes. Since AZURE is microsoft everything is controled within ...

It seems Method doesn't allow * origins for API requests so I'm facing ye olde cross-domain content loading security roadblock.  When making calls to MethodAPISelect_XMLV2, I can see in my Chrome console an error message indicating my origin (my HTML is running from GoogleDrive) is not allowed. I understand ...

Good morning, since I do not want to go to the expense of recreating my method account to work with Quickbooks online , we are looking at using a third party hosting company that will host our Quickbooks database. So, my question is, how will this affect your sync engine running in the background? Is your sync engine capable of connecting to our ...

In that case you should create your template based off the Contacts table and select Activity.ContactsRef as a Detail Table. You'll then be able to utilize fields in both the Contacts and Activity tables. *Note: In order to utilize the Activity fields correctly you'll need to expand the Contacts table data set on the right side of ...