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  • Method Updates - Oct 24, 2018

    The following updates are now live for users of Method. New Feature Updated the clear duplicates tool in AlocetSystem to support Leads and Wait for Sync Approval (PL-19178) Re-enable Sync hyperlink after 30 minutes to handle timer issues (PL-18231) Web-To-Lead has been updated enabling the ability to release multiple forms, and a ...
    Posted to Release Notes (Weblog) by Laks_Method on 10-22-2018
  • Embedded Web to Lead form requires third-party cookies -- why? workarounds?

    Hi all, I've embedded the Web to Lead form on our website so we can receive inquiries from potential new customers. The form displays fine if the website visitor's browser is set to always accept third-party cookies. If not, the form does not load. I was told by Method CRM support that their Web to Lead form requires cookies because ...
    Posted to Method:API Q&A (Forum) by ben@stiehltech.com on 10-18-2018
  • Method Updates - Oct 19, 2018

    The following updates are now live for users of Method. Bugs Fixed issue with Reminders where mobile links where not always being generated. (PL-14572) Fixed issue with Reminders where links where pointing to View Activity instead of New / Edit Activity screen. (PL-18904) Cheers, Michael
    Posted to Release Notes (Weblog) by Method_Michael on 10-18-2018
  • Method Updates - Oct 17, 2018

    The following updates are now live for users of Method. Bugs Fixed issue within Donations where the customer name no longer appeared at the top of the biulling address (PL-18804) Cheers, Hector
    Posted to Release Notes (Weblog) by Method_Hector on 10-17-2018
  • Method Updates - Oct 16, 2018

    The following updates are now live for users of Method. New Feature Improved Calendar widget load times. (PL-18853) Bug Fixes Fixed an issue where the incorrect record count was being displayed on grids in some scenarios. (PL-18825) Fixed an issue with attachments not working for multi-tenant accounts. (PL-16673) Fixed ...
    Posted to Release Notes (Weblog) by Method_Michael on 10-15-2018
  • Method Updates - Oct 11, 2018

    The following updates are now live for users of Method. New Feature Support tool for removing duplicates for customers uploading data multiple times when converting from QBDT to QBO (PL-18846). Bug Fixes Fixed an issue where PO lines are not deleted for QBDT accounts (PL-18835) Fixed an issue where Bill lines are not deleted ...
    Posted to Release Notes (Weblog) by Laks_Method on 10-10-2018
  • Re: Report Designer - calculated fields

    Hi StuartKatz, Do you mind letting me know the end result that you are trying to achieve and what are the fields you are working with and on which report? It will help us in narrowing the issue. -Inder
  • Re: Report Designer - calculated fields

    Hi StuartKatz, Do you mind letting me know the end result that you are trying to achieve and what are the fields you are working with and on which report? It will help us in narrowing the issue. -Inder
  • Re: Report Designer - calculated fields

    I have been trying to get scripts to work in the report designer and I keep getting weird results. I followed your example above and created the following script where label28 is a new label I added to the group footer 2 and label33 is a label that is a summary in group footer 2 and is bound  to InvQty in ...
    Posted to Method:Classic General Q&A (Forum) by StuartKatz on 10-10-2018
  • Method Updates - Oct 10, 2018

    The following update is now live for users of Method. Bugs Fixed an issue within Outlook Gadget where the alignment for transactions didn't look right (PL-15529) Cheers, Hector
    Posted to Release Notes (Weblog) by Method_Hector on 10-09-2018
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