Method Community

[quote user="MikeB"]Either way, I'm logging in as a manager, not a sales rep, so this oculd be the problem.[/quote] This shouldn't make a difference but I would like to have a look at your account to verify.  Could you email me your company account and I'll follow up with you directly. ~C

The Group Items lines are showing up just fine now.  But I am having another problem that I did not test for before.  Now the custom fields that I added for the client to use with the group items does not save when the save the invoice and the data entered does not stay in the field when you update the invoice.  This was working ...

When logging in and looking at my "Dashboard" tab I receive the following error message: "Error^Action Sequence Order:^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are setup properly, and that the report loads correctly in the report ...

 Hi Jason L, Glad to hear you got it working. I've been trying to reproduce the error for the past 2 days without any luck. I was actually starting to write a post asking you to elaborate on how you set up your linked fields. Dave

I finally got this to work. I needed to add a linked field along with the drop down, then not pass any parameters to the insert call dealing with the linked field. I was counting on the dropdown to hold Table A's record ID, but I had to add an actual linked field to the record ID, and then it worked. Thanks for the help.

Curious, I couldn't get the change I was making to reflect when I logged into the portal. I attempted it several times over a few days without luck. However, after I saw your response, I made no changes, just tried logging in, and yes - I can see all open transactions now. Thanks.

The good news More and more companies are jumping on Method, and we're seeing a steady and consistent user base growth month after month. We don't do much advertising, so we can attribute most of this growth to word-of-mouth. So, THANK YOU for spreading the word and letting other small businesses know about Method! The bad ...

  @AutumnW There are no other settings to limit this function in the Contact Portal. I was able to modify a Contact portal to show more then 10 rows in a grid with multiple grids on the same screen that display the due transactions. As illustarted in the screenshot, I just increase the number of rows to be displayed. Please let me ...

This question came in via email from Wade... [quote]When viewing the transactions on an android device we are unable to view the transactions of a customer.  Online it shows us the amount and balance.  On the mobile version it shows the heading to be Amount but the column really reflects the balance.  Is there a way to see the ...

Hello, I customized the ContactsPortal_Home screen to increase the default rows showing in the transaction grid. By default it shows 5 rows, but I wanted to increase it so all due transactions will be visible right away, so I increased it to 100. The change was made & published on the grid in the screen, but when I log in, it isn't ...