Method Community

[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

[quote user="AutumnW"]But - when I try to select another transaction link, nothing happens except my profile info disappears.[/quote] I just setup a Portal with a similar customization and I didn't notice anything strange when linking around.  How are your Go To links coded?  Are you using Go To Tab Link or Go To Screen? ...

Try doing a database rebuild. it sounds like an index is a little confused. It is under FILE UTILITIES then REBUILD DATA.  it will require a backup and if the database is very large it could take hours but it is well worth it in improved performance and removing these issues.

I confirmed there was an action missing for some reason on my 'Add Contacts' button from EditCustomer screen that was not setting the Entity Name (for some reason it's not the RecordID, but whatever) as a shared result. As a result, the subsequent Contact add was successful but it was creating orphaned records that never showed up in ...

We are moving into the Medical Alert market. there is a form that the coach gave us to have in front of us to complete while on the phone with the customer. this information is 90% in quickbooks.  I know I can use the fields in the CRM area and make most of the form online so it can be entered only once and there wont be hand writing issues. ...

I have all the data I need in QuickBooks to feed a scheduler. I know I can put the rough in of the job and the trim of the job on the calendar but I need to stop the trim from having access until the rough in is complete.  I'd like to be able to see what is needed to be done on the schedule or what point is the task at by looking at a ...

I have 17,000 items to resolve.  Most say something like the following:  The record with identify of 'XXXXX-XXXXX' appears to have been deleted  in QuickBooks. Any chance this is due to archiving the QuickBooks database? Any way to delete them all together instead of 1 by 1?