Method Community

I have a customer that exists but for some reason after I added a contact to it, it quit showing up in search. I exported my Customer table and I see the record, but I can't search and find it within Method. Attempting to add the Customer again with the same name fails b/c it says it already exists. What do I have to do to get it back ...

Thanks Jerry! That made my Sunday. Paul

Hi Nancy - Thanks for providing that information. I've been looking into it, but so far coming up empty. Lots of other software developers complaining about similar issues of Gmail IMAP not working.....but the complaints seem to be old and Google appears to have resolved them. We are not seeing this in other situations so far, so I'm ...

WOW... this gadget is fantastic. Super easy to setup and use and access to all my client data right inside email. Thank you so much for building this.   Jerry www.stoneyard.com  

Any luck here Chad?

Ted, Thanks for your suggestions.  Although workarounds are fine, I have a large number of date fields which would all require fixing to make them work as I would like them too.  Unfortunately, I am now also experiencing similar issues with regular drop down fields.  The movement of the cursur after entries seems to be almost ...

Chad, Every screen I use is custom, even if only in the sense that I copied and renamed it just so I could view the action sets and objects in the customization screen. My invoice screen is heavily customized, but my "Receive Payment" screen is identical to the default, just copied and renamed.    That being said, I can ...

Hi there - I customized my contacts portal with an extra grid to show estimates only and removed them from the other transactions grid. When I log in the Home page opens and everything looks great. Within the grids, actions are set on Go To... links to take you to the Contacts Portal>Recent Transactions tab link. This customized screen has ...

[quote user="Fred Augustine"]Is there anyway to recover all of the default values in Method for tables, fields, etc?[/quote] You can recover screens since the original screens can't be modified but tables and fields can be so you can't reset a table to the default settings.  If you have no data inside your account we can do ...

[quote user="scott"]Do you have suggestions on how I can handle this?[/quote] I do!  First up there is a little confusion on the Invoice table because there is already a CustomerType field but it doesn't appear on the Invoice screen so it's not used.  What you want to do is pull in the CustomerType from the Customer ...