Method Community

My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one time. Also, once something is emailed is ...

Shelley - Is this a standard screen, or a customized screen? If a standard screen, which one, is it CRM_EditCustomer, or a different one? If a customized screen, have you tried editing the screen, and re-publishing it? Paul

Shelley - It's important that the recommendation it gives is followed. The december version is more strict on security.  Judging by the message, you have a customized screen that has a design flaw. It may have existed for some time, but now it is being flagged.  As the message suggests, the recommendation is to check out the ...

We have had numerous errors with Advanced search. The situation would always end with inviting us to login to a temporary screen with a date (November version, December version) that was soon to expire. Now we are not offered to login to a tempoarary screen, we just see this error message: Error Generating Grid. The Grid was unable to build one ...

Whenever we try to save a new record, we receive the following message:   Please make sure a value for 'Customer Name' has been entered. It is a required field. Additional Information Action Sequence Order:1 I have seen this error before and have clicked around on the Customer table, logged in and out ...

I recently hired a data entry person to manually change the sales rep for almost 300 customers (we normally due an import but there were special circumstances). After checking her work, I noticed that not a single change was made. I checked the audit trail (Method's) and each record said it was modified but clearly nothing had ...

Yes, I tried all of the steps above and they did not work.

I made a "note" entry on a Customer and saved it.  Now I can't find it.  What do I need to do to find my note? Thanks, Fred 

i can import info into the contactname field just fine but that doens't associate the opportunity with the right contact.  when i use the contacts field i get the following error: ERROR:Value 'Aaron Lombardo', which you tried to insert into column 'Contacts' of type Integer could not be interpreted as an Integer.

i'm trying to view the customization webinars. i need to create a custom field for leads.  my understanding is that leadstatus isn't customizable and i need to create something similar that has more options than method's default options. shaun