Method Community

Any news on this?

Hi swm023,  The best way to find out which screen a tab link is referring to is to hover the pointer over a tab where a pop-up message window will appear. The screen name will be in the format of: (“Screen name” from “account name”). You might not see it right away, so just select any tab link beside the one you are ...

Hi mvi, I have some questions in regards to this issue: 1. Are there any conflicts in Method? You have two ways of finding this information:  a) Select QuickBooks from the tab group dropdown in the top right and then go to  QuickBooks > Resolve Conflicts  b) In the CRM tab group, go to  QuickBooks > Resolve ...

Hi LaCrews, I was able to duplicate the issue on my end and will create an internal ticket. Once I have more information regarding this issue, I will update the forum post.  Ronen

HI Navitha, Can you please tell me if the screen you are working with contains tab sections? We are currently experiencing an issue where the Refresh Grid/Clear Screen for new entry actions are not refreshing grids when tab sections exist on screen. In the meantime, each grid should have an icon to manually refresh near the bottom right corner ...

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...

On the Invoice screen in both desktop and online I am receiving an action error when selecting customize template from the print button under the existing invoices grid.

Hi, I am trying to refresh the Grid after deleting a row from the Table but the grid is not getting refreshed. Is there any problem in refreshing the grid.   The actions i am using is 1. Loop Through the Grid 2. Delete the row from the Table 3. End Loop 4. Refresh Grid   Thanks Navitha.  

Hi Valbon,  I have given the permission to the MethodSupport user.  Thanks Navitha.

I was referring to customizing the screen.  I like that better than using Search.  Which screen(s) exactly are the ones that I would need to customize? Is is CustomerList, LeadList, and OpportunityList?  I've tried editing those screen and I'm not seeing how to add a new column (or remove exiting columns for that matter).