Method Community

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?".

I'm getting an error message when i put in new leads into my crm. Here it is: Since QuickBooks Online does not support an active/inactive status for customers, you cannot set this customer to inactive. Can you tell me why I'm getting this message for new leads?

 Can you tell me if this has changed in the current Method CRM as of 6/5/2012?  I'm not seeing a lock when hovering over an unmodified Customers/Invoices tab link.

I figured out my problem. The Go To Screen action is ok to use - as long as it's used consistently. I found that I was using the Go To Screen action on my Buttons, but using Go To Tab Link on my Go To links. Now that I've made them all Go To Screens - it's working like a charm.

My Portal screens, including "Back" button actions were copied  from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues. Each "Back to Home" link ...