Method Community

@method-chad I wanted to jump in on this thread, because I have a very similar scenario that I am having trouble representing in Method.  I am a building consultant.  I get involved in building projects, which we track as "opportunities"   While working on project, I communicate with multiple trades who we do not sell ...

I am almost giddy.  Reviewed your documentation.  Bring it ON!    Kd

Just a quick update - the New Lead screen has 2 sections for buttons, one is displayed when the page is a popup and another set that is displayed if the page is not a popup.  It's possible that the show section action is not getting called here - are you on a custom new lead screen by chance? ~C

I notice that my customized screens do not come up in the settings to map as a landing page to View / Edit in Method.  Will this be possible in the future or is this a limitation of the gadget?

Thanks for a great Google gadget!  I'm really enjoying having the contact and other information right there in the email.  The Edit / View in Method link is not working on my side though and takes me to a 404 error page.  i'm using QBO and have customized the Edit Customer and Edit Lead screens...

Mike - old post, however, I wanted to follow up with you that we are now accepting invites for the Gmail Gadget for Google Apps. Thank you for being so patient - this one took us a while to get up and running. Read more here: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Hope all is well across the pond, Paul

@Garret I believe (with the provided information) that you are on the right track to get convert a Lead to a Customer, with the restriction that the user cannot edit the Lead information. The action on the button should change the 'IsLeadStatusOnly' field. Have fun :)  

[quote user="MisterBill"]it's very seldom but still anoying when it does happen[/quote] It's hard to track down something like this and I would assume this is a browser caching problem before Method since it happens very seldom.  If you can reproduce the steps for us then we can submit a ticket to the dev team, ...

@jnairn - just wanted to let you know that as of today we're quietly accepting requests for beta invites for the Gmail Gadget. You can now read about the gadget here: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Paul

@Kieran, @Fran - good news. Starting today we're now slowly and quietly accepting requests for beta invites. Here's the Help Center article that discusses the gadget: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Paul