Method Community

  Hello Consultant Team: We are a new method crm customer (base edition) that is migrating a lot of data from our previous crm, Zoho. In Zoho we have customized all screens from leads to invoices to reflect our needs our needs in regards to tracking where our business is coming from (website, trade shows, print etc...). As a result ...

Actually, I was able duplicate this every time. I have a fix up there now where the redirect reads what your personal preferred version of Method is (April or May, or for that case June, July, etc.), and does a redirect specifcally to that version. Previously it was hardcoded to sign you into the current "live" version, which is not ...

Thanks Mark - I had the same thing happen to me, but can't duplicate it regularly.  I'm able to get out of the loop by: 1. Signing into the April version, and signing out. 2. Switching to the May version. 3. Trying the link from Gmail again. There are so many variables at play, and it's all related to shuffling versions of ...

When using the April version and I click "edit/view in method" and I'm logged into method via google open id and directed to the edit screen. If I'm already logged into method and setup to log into method using the May version I get this message  "Your session has either timed-out, or you have signed into your account ...

Great to hear that it's a viable alernative. Shame, however, that it doesn't work on the mobile optimized version - it obviously gives a better experience on a tablet or phone. But, alas, our hands are tied until Google implements it. Paul

Just tried the gadget from my iPad and it works.  I was able to check email and add to activities. I would imagine that this would work on any tablet.  I did have to switch from gmail mobile to desktop.  

Okay, thanks. Keep the feedback coming - we want to get this right. Paul

Paul I am forcing tests and I agree that simple is better.   From what you describe here I think its just a training issue.  Since there is a fresh pull on each search the reload is already there.  

Thanks Mark. I find the stale data concept interesting. I'm going to challenge you on that one :). Is it because you are just testing, and beating it up, wheras in real-life use it wouldn't be perceived as stale? Contact info - this can be stale as you switch between tabs. If you go to contact info then to activities, then back to ...

Great Job I've finally gotten everything working.  I had to switch to google apps, change mx records,  fool with DNS settings, etc.... The app works great.   Here's requested improvement(feature) The info intially pulled in the gadget could quickly become stale in a multi-user environment.  Could there be a ...