Method Community

I have a report that duplicates each line of information by the number of results.  If I have three results I get all three results duplicated three times. If I have twenty results I get all twenty duplicated 20 times.  Any idea where I went wrong?  And selecting the "suppress and shrink " for the process dulpicates does ...

Hi GroGreen, It seems the action which is failing is making reference to the Ship Address field being Blank when an expression is run on it. Still looking into this one at the moment, but I havent noticed that your Sync is currently down in your account. If you can try a quick reconnect for me by Following these Steps. There are a lot of ...

By the way, method support is turned on if you wish to log into my account.

Hi, I've started getting an error whenever I create new invoices. The error occurs after I enter a line item. I can open old invoices, but none of the new ones. I'm using stock screens.

I have a screen with a pivot report of sales data by customer. When seeing the report on the screen, results are filtered by the sales reps on the invoice (or shared sales reps). I assume this is just because of user permissions. However, when exporting the report, all sales reps are included in the results. I'd like the results filtered by ...

Is there any survey integration such as survey monkey? I'm sure I could use email campaigns that link to specific surveys and follow-up through their but was just curious about any direct integration. Thank you

Hi Gpeak, The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out ...

The following updates are now live for users of Method. Features Added ability to rename, merge, and delete tags (PL-6699) Added ability to bold captions for tag list control (PL-9752) Bugs Fixed issue preventing loop values from being accessible in expressions (PL-9604) Fixed issue causing Contacts app to be displayed ...

Good Morning,   I invoice my work orders in method and then go into Quickbooks to "Add Time/Costs" to the invoice as I have not found any easy way to do that in Method.  I am having the following problem, it as always been this way, but it has become more inconvenient recently.   After adding Reimbursable Expenses from ...

Hi,  We've been using web to lead for a while, so this is not a new issue.  When someone fills out the form, duplicate records are created within Method's Activity List.   One record is catgeory "Web Comment" the other is category "Other", both created at the same time with the same information, but ...