Method Community

pdirect, I went through the exact steps laid out in the webinar and it worked for me. I right-clicked on an appointment slot in Outlook and clicked New Appointment and then clicked Add to Method. I filled out the information in the window that came up and clicked Add to Method.  You should see the Method tags added in real time. I am using ...

John, For a field to be available for use in a drop down list the field must be unique. This can be set when editing or creating a table but can only be changed if the table has no records stored in it. -Michael 

Rebecca, I just looked at the webinar again and you should start seeing video at about the 3 minutes mark. It looks like it was just user error when this webinar was recorded. -Michael

Rebecca, Some of our original webinars were recorded in the proprietary GoToMeeting codec and require that codec to be installed in order to view the webinars. You can download the codec here. -Michael 

Matt, This forum post should have the information you need (Link). -Michael 

Bryan, I'm not exactly sure what's causing this yet but the next time you find an item with this issue before fixing it can you make note of the item and export your items list and email it to me along with the name of the items that caused the issue. -Michael

Bryan, I was able to add the item to an estimate, can you try it again? The only thing that I may have done differently then you was before I tried to add the item I just checked to makes sure it was set up properly under Home > Items which it was and then clicked Save & Close.  If this happens again try going to the Item and ...

Bryan, The issue seems to be with the Item name. It looks like the item name has 2 consecutive single quotes [‘'] which seems to be causing this issue. Is there a reason why you don't use double quotes ["]? I will be logging a ticket for this issue and update this thread when I have more information. -Michael

This has been fixed on the default Sales Order screen. -Michael 

Matt, The Generate Report action is what calls and displays reports. The Generate Report action also lets you select filters on what data is going to be reports on. Currently there is no statement report in Method but one can be created using the Method Report designer.  If you look at this forum post, it goes over some of the concepts of ...