Method Community

Ben - It's amazing how after receiving your response, I was able to fix the problem in like two minutes...but without your response, I've been suffering through pulling my hair out not being able to figure out what I've done wrong for DAYS. Thank you so much for explaining what I did, and how to remedy it. I have a feeling that ...

Hi there Dave S, Thanks for the update! Taking a look into your account now - I can see where the disconnect is here. In the Contacts app - the Edit Enity and View Contact screens are based off 2 different tables, Entity(Customer/Lead/Vendor etc..) and Contact respectively. On the View Contact screen - where you are ...

Hi Jim, Thanks so much for your offer to assist! If I can figure out what I'm doing wrong, hopefully I'll be able to not make the same mistake on other fields I'm trying to add! On the "Edit Customer Lead" page, I've created a drop-down field called "Account Type". I can see it, and I can even select an ...

Sorry, Dave...we were busy with voodoo economics... Can you please let us know what screen and which drop down you are referring to? We'd be happy to hop into your account and have a look on Monday when the team is back in. Have a great weekend!

Bueller....

Why would a custom field (drop-down tied to a custom table) show up perfectly in preview, but not show up at all on the actual screen? What am I missing here? Follow-up: How do I make a field Read-Only in the Design Mode for a "View Contact" screen?

The following updates are now live for users of Method. New Features Usability improvements for Editable Grids (PL-13549) Ability to add new records from anywhere in Method through Global Add icon “+” (PL-13907) Bugs Fixed an issue with the Class field being blanked out on save in QuickBooks ...

Thanks Ben, for the helpful reply. 

The following updates are now live for users of Method. New Features Improved Permissions for the Contacts App Improved Portal experience for Vendors Bugs Fixed issue where the email link sometimes opened an extra browser tab (PL-4142) Updated available preferences for Donations App (PL-4706) Fixed issue ...

Hi GroGreen - Great suggestion on the GPS coordinates. There aren't any immediate plans on an app update, but the team has noted this one down in their list of ehancements they would like to make. Cheers, Jim