Method Community

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 ...

[quote user="Method_Chad"]edit: posted was edited to remove a link to MSDN report designer and update with DevX forum link.[/quote] My reply was updated with the following edit, sorry for any confusion previously. ~C

[quote user="SMFletcher91"]Somehow, I've had my leads duplicate this "requested catalog" activity[/quote] The only thing I can think of here is that you might be setting a follow up on those requested catalog activities.  Is this a custom page?  Maybe there's an additional process which is adding that ...

I am seeing both of my "phone call outgoing" activities, and I know that's how that's supposed to be, and that's how I want it.  I have also created a new activity "Requested Catalog".  I don't add any additional information to this activity, it's just for me to see once I open their account. ...

[quote user="SMFletcher91"]Why?[/quote] There should be 2 activities, one for your call outgoing and one for your follow up.  One should be listed as completed and the other one should be not started since this will be your followup activity for 1 week out.   Are you seeing more than 2? ~C

If you're getting multiple pages per report the problem might be with the spacing on the detail band or the table you've linked it to.  I'm afraid I don't know the designer well enough to help on the second part of your question but I can link you to the DevX forums. I find making multiple save points is extremely ...

[quote user="micheleh"]Do you have any suggestions on where I might start?[/quote] Start with a workflow on paper, define what Method does for you currently and where you'll need extra screens.  Build up a database schema to cover the missing parts in your process then set to building.  I've really simplified this ...

Glad we could help! ~C

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...