Method Community

Nancy - Okay, good news, I think. Your gmail was still assocated with your info@ email address in a couple places.  I have deleted everything, so that you can start fresh.  Please make sure you are signed into Gmail with nancy@ and try to use the "Sign into Method CRM" link again. I've got a good feeling that you'll ...

My company has ruled out QuickBooks because it falls short as a subscription billing platform when the rules approach telecom complexity - prorate first month charges, prorate last month credits, roll up subaccount charges/credits in an N-level customer hierarchy, bill the customer once per the product's/service's cycle (week, month, ...

Hi Paul, Happens with every e-mail, have tried various ones over a period of time.  I've always been in Nancy@woodentubs.com in my inbox, and that account alone, when I've experienced the issue.   Sorry, not following you on #3.  Here's a message I got today trying to add an activity for an exisitng contact. ...

[quote user="andrea"]Any chance this is due to archiving the QuickBooks database?[/quote] Very likely - depends on your options when archiving.  I know there is the ability to remove old transactions and lists that aren't being used - when you do this Method has no way of know they were archived. [quote ...

[quote user="smohyee"]What is the best way to handle this situation?[/quote] The three steps you outlined are perfect.  In the scenario you describe it's best to keep the previous employee as inactive and unable to login. [quote user="smohyee"]Will these steps ensure that the first employees work history is preserved ...

Thanks for the responses. I still think it would be useful to have a tool in Method that will help identify orphaned records like the Contacts issue I was, err, creating myself (doh) b/c I clipped an action from a stock screen accidentally. It's nice being able to customize a lot...it's tough not screwing stuff up, though. Thanks again!

[quote user="Blake C"]How do I fix this? Is there any way to fix it through the Method UI?[/quote] The best way to fix the broken contact links is edit the records through export/import - here you can see the RecordIDs and link everything up correctly to import again.   ~C 

[quote user="Blake C"]Shouldn't the Contacts screen check this logic on Save rather than burying a data issue that will clearly cause me problems later on when I try and search for a customer again only to find out it's unavailable?[/quote] It would be hard to account for every possible mistake a user can make within Method. ...

I would like to add a button to the Work Order List, Print/Email tab that will generate a report I've designed in the Report Designer.  I would like it to run similar to the Print Work Orders button.  Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?

[quote user="Chris Berg"]Any luck here Chad?[/quote] The selection change with radio buttons on mobile has been identified as a bug, I'll update this thread when I have more information. ~C