Method Community

At one point I had the field service application downloaded on my template account of Method and it was working.  Currently it is not in my template account.  I don't see the tab, tables or any signs of the application.  I have tried to uninstall and reinstall - several times.  I have refreshed, gone out of the software and ...

I noticed there is a new watchdog process running to notify a user about the status of Method server side processing that might be taking a bit more time. I can see it when one of my screen actions is generating a pdf report. This is a nice addition since occasionally these pdf reports can take some time to generate, up to 1 minute or so, and ...

Sam, I do this also.  The automatically created screen is perfect for those simple drop down tables.  I have about a dozen of them and I just put them on a tab that users wouldn't see so when I want to add drop down values I just go to the auto screen and make entries. Cheers, James

As a potential method customer, i wanted to inquire and see what was the result of this ticket. was a solution ever found? Thanks Chris

My company was researching Method and it seems impressive. A significant portion of our team uses iPads. I understand from searching the forums and what youre saying on this thread that the best solution is to use the mobile login.  I assume this means that using other third party browsers besides Safari does not solve the issue in regular ...

[quote user="SWH"]I am having an issue when adding a new contact to new or existing customer.[/quote] Just a couple of questions, are you using a custom screen to add this contact?  How are you accessing the popup for the Add / Edit Contacts?  Are you able to duplicate this error using the stock screens? ~C

[quote user="Jurandir"]If there is no easy solution, may I cancel my account and subscribe a new trial version? [/quote] It might be quiker to do this if you just started using Method CRM and there is no data you need.  If you would like to cancel your account I can process that for you, can you please message me your company ...

Hi Chad - Answering your questions:  When you say the content has changed on the original CRMQBO_EditCustomer, how are you viewing the original page?  To view the original pages click on Customize > Screens and look through the list for CRMQBO_EditCustomer, when you see this page click view and you should be seeing an original ...

[quote user="Jurandir"]I hope you can understand my brazilian-english language.[/quote] Definitely, no problem at all. [quote user="Jurandir"]What I need is to import from somewhere the original screen - or even better if I can restore all the original structure.[/quote] Just so I understand what happened, you made a ...

We use the Intuit Merchant Services payment gateway in Quickbooks to process credit card orders. I've recently set up the gateway to work with Method, and insofar as the credit card is charged successfully, the gateway works.  However,  the default "Recieve Payment" screen diverges from the Quickbooks version once the ...