Method Community

Hi Abbie Sherman,  Your admin needs to edit your user permissions in Step 7 of 10 in the user edit wizard when they click Edit on your user. To access the Screens tab link, the Screens checkbox needs to have a check. If your admin would like you to be able to associate a tab or tab link for that new screen, then they can ...

so I followed your instructions above, even re coppied the token from intuit directly and i continue to get these errors     Can't seem to get the screen shot to show up on the post but it shows up on my computer...?

Michael, I like the fact that you guys are now rolling out new versions as optional at first so that we can debug before all of our users go live with it.  One thing I wanted to pose as a stop gap solution for other users is subscribing to your RSS feed on the Method Blog.  We have several users that use Method Full Blown and were ...

Paul,  this looks great! I prefer this to having the tabs wrapping around as they do in the december version.  Our admin account that I use for development (and presenting developed screens) will look much cleaner now!  Also, there was an issue when a user had a ton of tab links, if the last tab link on a line extended beyond the ...

Hi Abbie Sherman, The field in the customer table that indicates if a customer is a lead or not a lead is the "IsLeadStatusOnly" field. Are you exporting this information out of Method and importing it into another program or are you using our Report Designer to create your report? Ronen

@csmp - can you please try the January version again today and see if the issue is resolved for you? In situations where there are a gazillion tabs and/or tab links that stretch beyond the screen width, we now nicely wrap them into a "More" tab or tab link. Paul

John M - Can you please let us know if the issue is now resolved for you on the January version? We now include a "More" tab at the end that lists all the other tabs (or tab links) that couldn't fit on the screen. Paul

 MisterBill- This forum post HERE may help out further. -Michael

I have 3 telemarketers that use the system on a daily basis.  I have recently entered 4,000 leads into the system and would like to find the best way to daily assign to each telemarketer 75 new leads to call daily.   What is the best way to achieve this goal?  

The send email action supports more than one PDF attachment.  So you're in good shape. Paul