Method Community

[quote user="Donna Stutts"]Can you tell me why I'm getting this message for new leads?[/quote] How are you putting your leads into Method?  This message is correct because you can't make a customer inactive in Method.  I've only been able to hit this error message when I edit a customer and click the Customer Is ...

Ok, this relates to this post in that it is asking for help with our Web-To-Applicant form, however, I believe is a new issue. The form was working correctly for the most part, however, we needed to make some changes to it as well as some of the tables that it relates to so that we could create a custom report (an employment application to print ...

 OK, so to clarify: there's no way to configure a report that is exported to a PDF? It's good that I know rather than searching for an answer. That's fine for a static report but this is a pivot grid, which can change in size. I guess the best option is to export to Excel, then, and convert to a PDF from there? Thanks

[quote user="MikeB"]The report is back to its original size.[/quote] Unfortunately the scale options here are just for the preview window.  Your only option to size the report down is in the designer window - you'll have to adjust the fonts and detail bands to make everything smaller.  The preview window options you're ...

Greetings, The above issue did get fixed....but now its back again.   John M

Your instructions say: In Method, click Customize > Users. Click Edit next to the user you wish to enable permissions for to use the API. Click Next until you hit “Step 5 of 7”. Make sure that the check box for “This user is allowed to connect to Method API” is checked. Also, if the user is setup on specific ...

[quote user="John M"]I see that my changes are now in mobile[/quote] Just wanted to update this thread to let you know the issue has been fixed and is on our stage site (May version). ~C

All pages are https now, not just opt-in. So the feature is not necessary. Paul

Hi, I am brand new to Methord CRM.  Is there a way to search for a particular invoice without having to scroll through hundreds of invoices?  Thanks!

 How has this changed in the latest MethodCRM 6/5/2012?  I'm not seeing a checkbox for "Is a https secure page?".