Method Community

[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

[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. ...