Method Community

 Hey Val, That would be fine, and as discussed in the email I sent you this morning with the screenshot, we'd be happy to pay to get this action added if you have time. Although we know the customer/contact, there will be many customers/contacts using the portal. Does that change things? Thanks!

Hi there, The customization took care of adding a linked field to the contacts table which is the same table your contacts portal is built from. This allowed us to add the field by dragging it on to your custom screen. The screen we were working with was 'ContactsPortal_Home' which worked out well since it's built off the same ...

hycari - The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does not support showing new or custom fields, so you wouldn't be able to show ...

@James - thanks for the kind words. Just wanted to point out one thing.  The future of all documentation is going to be the Method CRM Help Center, which is gradually filling up with content.  You can see all actions and objects on there, which will be the most up-to-date ...

Sam, For the most part any change in Method shouldn't affect a customized screen.  This would only occur if there was a bug in the new code, and most of the changes that would impact the custom screen functionality have been bug fixes, performance improvements, or more lately some validation rules for logic.  All of these just make ...

 Hey Paul! I've sent you an email with my phone number, I've got a perfect case of the issue between account balances and how method isn't picking up the change through a changes only sync. All we need to do is a gotomeeting, and I can easily show you exactly what it's doing (or in this case, not doing). Thanks!

 Hi! For Issue #4, for further testing, at 10:50AM EST, I set it to sync at 11:00AM EST. It's 11:15AM EST and it still hasn't shown that the last full sync was performed today. Due to little data, my full syncs are only taking about 30 seconds to run. Thanks!

Hello! For some reason, my go to link on the customers page is broken. Valbon Shaboni looked into it, and said that it should work, everything was there, but it isn't working. The only thing I've done is rename the customers tab to students. It's possible I broke something, but I'm unsure as to how I broke it. Thanks! 

 Issue #1, The full sync won't start using IE9. Talk to Valbon Shaboni, he had the same issue on his end. We couldn't get a manual full sync to work using IE9. I had to resort to Firefox. Issue #2, Yes, I do have QBO. Issue #3, When I change a balance on the account, a changes only sync isn't seeing that. I end up having to do a ...

Wylie - I hear you. Nothing is ever as easy as it seems, though, in the world of coding!   If you get me the docs, I'll have a quick read and give you a yeah, or nah. :) Paul