Method Community

Is Greenwich in the UK?  I'd like to put in a vote to have the Audit trail time zone changed to something less foriegn as well, pleeeeeeease. Thanks, Lance

 Thanks Ronen

Hello, We have 1,100 clients on an automatic service schedule.  I understand the ability to add recurring events.  However, we need them to automatically renew until they are no longer an active customer.  the key is automatically (either by check box or other method) because it will 1. t ake too long ...

Hi viret56,  Please make sure that you are on the Feburary version of Method.  Ronen

Hi vret56,  I just wanted to give you an update that the error message that you have received for the action is now resolved.  I hope this helps.  Ronen

Hi Rolf, The issue that you are experiencing is a known issue internally, but I don't have an ETA on when this issue will be resolved. I will update this forum post once I do have a resolution for you. Ronen

I just noticed when I update the line item grid on the Estimate screen, that the overall Estimate Subtotal, Tax Item, and Total are not updating.   I have also reloaded the screen and the totals remain the same (and are still incorrect).  I suppose I can fix this by writing my own actions, but isn't this supposed to be happening ...

Hi smohyee,  If you go to Customize>Tabs and select the Edit Tab Links... beside any of the tabs, you have the option of putting in a checkmark under Show for certain tab links which will either enable the tab link name automatically when you go to those specific tab names. (Example, for the Cases tab, upon first arrival to the ...

Hi Lee,  These are the steps that you should take to allow your customer to land on the Home tab by default instead of the Recent Transactions tab: Go to Customize>Tabs Click on the Edit Tab Links... beside the Contacts Portal tab under the Tab Name heading Make sure that there is a checkmark in the Show checkbox right beside ...

 Hi LaCrews No they do not get a welcome email from Danny Dave