Method Community

Hi John- There are already tickets for issue 1 and issue 3, right now for issue 3 instead of pressing OK click the filter Icon. I created a ticket for issue 2. There are plans to add more screen into mobile but currently we don't have an ETA for them. -Michael

That's what I needed. It is a customized field that I created as an integer. If I want to change it to decimal now, do I go to Tables/Fields> Edit Fields for the Invoice table (which is where the field is located). Am I supposed to be able to edit this field from there? I can see the list of fields including the custom ones we created, but ...

Micheal I copied the screen and took a look at the actions.  When naming the action result someone used a period.  opportunity.***** I removed the period on my practice screen and it works fine.

Hi mlepitt- Are you taking a look at the CRM_Home Dashboard screen? The Refresh Counts button should have actions to generate these values. It also makes use of current date but there is no looping in that button. -Michael

Hi Shelley- Edit the field and on Step 1 click Advanced Options, change the number of input lines, this should make the box bigger. :) -Michael

Hi Andy- What is the type of the field? Go to Customize > Tables / Fields and click Edit Fields for the table where the field exists. If the type is an integer then you won't be able to enter any decimals. Looking at integer field text boxes it still lets set the decimal but it cannot be used. I will create a ticket to have this changed to ...

Greetings New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied   John M

Hi Mark- I have been able to duplicate this. I will create a ticket for this and update this post once the issue is resolved. -Michael

Michael I have had this issue in method for over 6 months.  It saves it, sends the email but it will say 0 sent.  I would say out of 20 estimates that i send one of those 20 i will get that message. A few times never got a message. This was method wise.  

I am using the Android os 2.3.4. Using method mobile im getting some strange issues: 1. Cant delete line items from estimates. 2. Estimates>Amt>select line item> make a change and then press the save back or save new button and it wont change the item 3. if your in any of the grids in mobile and you want to filter the grid down and ...