Method Community

Hey guys, as you know I have had my Method account customized heavily over the last few years. I am considering switching to QBO so that everything is in the cloud and I do not have to rely on a local server anymore. We are also switching to Office 365, so at that point, all of our files and mail will be in the cloud as well. I have 2 ...

Getting ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. on import screen again is there any way to reset?

Hi Mike,  If you click Show Additional info? on the Edit Activities screen, you'll see Actual Start Date and Completed Start Date. These fields populate the Last Activity field. See my screenshot below:  Jason

Hi d.vanbaale, We've seen this happen in the past when users attempted importing a large amount of records in one go. This is something we're currently working on optimizing, so if you're encountering any problems in the meantime you should import in smaller chunks, e.g. four files of 4000 records and one file of 2000 ...

Hi Ashur. I tried to finish the import. Some of the records imported but the majority did not. I recieved a message that is now gone that said that the user did not have permissions to perform the import. The user I am using is the administrator user and in the beginning of the import majority records did start import. It appears that the records ...

If I log an activity for a lead on June 7th, but that activity occurred on May 31st, when I look at the lead list the "Last Activity" field is populated with June 7th instead of May 31st. How is that LastActivityDate field populated in the Lead (and Customer) table? Is there any way to have another field that refers ...

how do I test it? I did what you said and then selected one of the invoices that dont have the tax on it, and it does the same. Do I have to generete a new invoice from that screen??

Rodsstuff, The Company merge field is used on serveral screens, it just isn't included on the Activity screen.  As a test, could you create a case, and make sure to check off the "Email Case notification to user when saving?".  Save this case and see if you recieve and Case notification email. ...

Hi dottie,  I think the best solution here would be to prevent some users from "executing" Save and Delete buttons. This has to be done through customization. In the screen designer, if you edit a button and skip to Step 2 of 3: Button Actions you'll see a button with three dots next to the Event: dropdown ...

Out of curiosity can you let me know what screen this happened on and what steps I can perform to recreate it? - Ashur