Method Community

The Lead status is used to indicate where your sales team is in the process of qualifying a lead into an opportunity. It allows you to see the status of a lead as it is being managed by your sales team. There are many different reasons to use the CRM lead status- It enables you to segment your leads based on previous sales activities and ...

Thank you.  That will be helpful.  This is straight forward when directly dropping controls based on concrete fields from the screen's primary table.  It's a different situation when the field is an abstraction of some sort.

The following updates are now live for users of Method. Bugs Fixed issue with rounding some values that had 4 decimal places (PL-18794) Fixed issue with File widget where file names where be truncated due to special characters (PL-18662) Fixed issue with Attachment widget where files where not being ...

Hello BuviJ, As of now, you can only achieve this by renaming those on the caption. I can put in a feature request with our team to handle this better in the future. -Inder

The following updates are now live for users of Method. New Features QBDT - New sync engine with updated version number that triggers the update option for customers from their current versions to the new version V24 (PL-18590). Partial Payments can now be made on the guest portal (PL-10985) A Payment buttion has been ...

I have added some controls, which need to be hooked up with custom logic in order to be populated (and sloted into an existing algorythm on the View Contact screen).  I can't set the control names / ids.  So while I might be to build some logic for them, they will never be easy to deal with in the future.  I found that playing ...

The following updates are now live for users of Method New Features Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367) Bug Fixes Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802) Fixed an issue where item was a ...

The following updates are now live for users of Method. Bugs Fixed an issue where names with special characters were not displaying profile pictures. (PL-15055) Fixed an issue where Recently View Contacts was not working for tenants of a multi-tenant account. (PL-17073) Fixed an alignment issue on the invite user screen. ...

Hello SolarGuys, There was an issue on our end which our development team was able to resolve. We are working on a more robust email service which would fix all these issues.  I apologize for the inconvenience. Regards, Inder

I see where the confusion comes from. This page is automcally generated by the tech stack that we are using, but on our servers, the direct GET and POST feature is disabled. We will investigate ways to either change the generated sample page or enable the POST request, but for now you best aproach is to use SOAP. Good luck with your ...