Method Community

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 ...

Argh. I understand now...I had some wonky table fields and associations, left over from when I first created the screen. I think I understand how all the data is stored now and should make my data import a little easier.

I am trying to add an item to the Invoice type drop down list but I don't see a screen named ActivityInvoiceType.  How do I add an Invoice type?

[quote user="smohyee"]How can I get this sucker to show up in QB so the Invoice will show a balance due of $0 in Method?[/quote] Are these stock screens or custom?  I just tried to receive payment for several invoices of varying amounts and the payment was correctly applied and recorded in each instance.  Do you have wait for ...

Hi Paul, Yes, getting more detail regarding the error messages. This is the message when I try to add a contact: Failed Loading Add Contact: Problem retrieving attachments from your gmail: Message not found This is the message when I try to add an activity to an existing contact: Failed Saving Activity: Problem retrieving ...

Fran - love that you love the gadget.  Bring your clients on, it's stable.  Just email in with the requested domains so we can drop the invites. Now - onto your problem. We do have it so that "Activity Comments" becomes "Activity Comments (external - may be seen by your contact)" when "Email case ...

Is there anyway to recover all of the default values in Method for tables, fields, etc?  I somehow have managed to mess up the 'convert lead to customer' process and have NO CLUE how I did so.  Any help would be greatly appreciated.

Nancy - Got a little closer I think. My hunch is that there is something blocking our ability to read the email. In some situations we use something called "IMAP" to read parts of your email that are not normally available in a gadget, such as what attachments exist on the email. The 2 places we use IMAP are the two places you, for ...