Method Community

It is a stock screen. It is the first time that I try to use that screen. Thank you.

I'm trying to add a column to my lead list.  So far, I've been able to redo my new lead, edit lead, and lead list screens.  I've added a column to my lead list that shows me the address, city, state, and zip (with little trouble), but now I want to be able to see the notes on my lead list.  I've successfully added ...

Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem. I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in Method.  Then I did my QBD sync. Checks ...

No idea since the project is totally in the hands of Vocalocity team but I do not they are very motivated to get this released.  Might help if you reach out to them and ask. :) Danny

Awesome, thanks! That is very exciting,  any ETAs? 

  @Jake - I just received confirmation from the Vocalocity team that their desktop widget will support Mac when it is released.  :) Danny  

It is only happening for the Lead I am working on - I just tried it with other Leads and the Parent Company info is there.  When I open the pop-up for this particular Lead, the Parent Company displays for about a second and then disappears.

[quote user="chowrentoys.com"]The same error is occuring in our Invnetory Adjustment Screen[/quote] Is this a custom screen?  If it's a stock Method screen then our free support will cover looking into the problem for you.  If it's a custom screen then you'll need to have a paid consultant to have a look. ...

@Jake - I've just reached out to them directly so let me see what I can find out for you about the plug-in they are creating for Method. 

[quote user="VLocke"]What is the best pratice for keeping the Admin user in place but inactivating it from the current user's list and activating the new limited user's role?[/quote] There would be no way to make the admin user inactive on an account - this is a special user and needs to be enabled at all times to make changes ...