Method Community

Selwyn - it really *should* let you choose your customized screens. So if you go to Settings > Company-wide preferences > Customer, the dropdown doesn't include tab links that point to your customized screens? Don't forget it's looking at tab links, not screens. The criteria it is looking for is that the base table of the ...

@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