Method Community

[quote user="d.weigle"]I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments.[/quote] I just reviewed the webinar and you're correct, there was a field for follow-up comments but this has removed in later versions of the plug-in and Method. ...

If you reread my initial post you'll see that the employee's name does NOT show up in the list when I try to link the employee to the Method User.  That IS the problem. And yes, the name shows up in QB under the Employee list. I'll email the name to you if you provide your email address (which is just one of the many reasons ...

Thanks,  There is no hurry on this issue, I did not mean for this to get where it is. I do have a report that is kicking up the man hour reports It would be great to get those hours in a grid.  When you look at the series, and it has a service item, it would be great to get that in a grid,  Whats interesting is i cant find that ...

  I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments. In fact, in the webinar, it is specifically stated and shown that you cannot select “Follow-up” and then not fill in the follow-up comments. Did this change in a later version after the ...

Chad We're currently using a series of checkboxes for user to indicate whether a grid is included or not.

[quote user="LaCrews"]In addition to the current conditional warning would it be possible to have a new action that tests for whether a grid has any rows checked?[/quote] I can ask the team about your request and see what they say. I will say the Loop Through Grid functionality is correct and I think re-working part of your action to ...

I'm just working though this problem with a team member and I'll post back when I can understand the problem a little more. ~C

[quote user="d.weigle"]Any ideas what the problem could be?[/quote] There are no follow-up comments by default in Method so this is something you would have to add through customization.  Follow-up's are essentially a reminder for an activity so the comments should go in the activity itself on the date when you follow-up. ...

[quote user="LaCrews"]The export to excel action is no longer exporting column subtotals.[/quote] I've got a ticket in with my team here and I'll update this thread once the functionality is back.  Until this feature makes it to our staging servers you'll need to total your columns in Excel with a formula ...

Currently when using a grid loop action for selected rows if no row is selected an automatic conditional warning shows and no other actions get processed. There are a number of circumstances where not completing the action set is problematic.  For example,  when creating an invoice from billable time and expenses from more than 1 grid, ...