Method Community

Hi Nathan, I just tried this out on a couple of accounts and wasn't able to get the same error message that you received.  Here are a couple of things to check:   Click Customize > Tabs. Scroll down to the Leads tab and click Edit tab links on the right. When the Tab Links for Leads windows appears, look at the 3rd row for ...

Hello,   I am experiencing the following error message on my Lead List screen when I click + New Lead (this is the default Lead screen) ---------- Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Lead'. This Tab Link may have been deleted, or if you copied the original Screen ...

mlepitt- Are you using the standard invoice screen? If not does the same thing happen with that screen?  Also if you change the Terms drop down does it populate the right Due Date? I created a user with a staff role on my account and it works. -Michael  

Upon further testing, as an administrator, it seems to work fine, but when I a "staff" member does it, it does not work properly.

When we create invoices in Method, it does not calculate the Due Date correctly.  It seems to be back-dating the due date even before the Invoice date by a few days when most terms are Net 30 or 2%10 Net 30.  When I create it in QB, it is correct.  I exported the terms from Method and all parameters appear correct. 

John-.  We did changed it to white, IMO it looks much better then the brown. There should be some release notes up soon with some of the tweaks and changes that were made. -Michael

Greetings, I looked at the Release Notes blog and could not find anything about the new Method Log in screen color? its white now?  Just wonering. Thanks! John M  

Shelley- When you added her as a rep, did you rename the old rep to her name or did you add her as a new rep all together?  For the records that changed to be Kristin was the old rep the same for all those records or different reps? What type of transactions did this affect? -Michael

After we hired a new Sales Person, we learned that over 1400 records changed, with this new person as the assigned rep. Aside from the fact that this person would not be inclined to "steal"clients and replace other rep's names with her name, it would have been impossible for "Kristin" to change 1400 entries during the brief ...

Michael, Hey it works, thanks John M