Method Community

Hi JamesQ, An account in Salesforce is the equivalent to a customer in Method. Each customer in Method can have multiple contacts. When creating a transaction in Method (Invoice, Sales Order Estimate) you would create it for the customer, just like you do in QuickBooks. When creating an activity, case or opportunity you create it for a ...

I copied the "CRM_EditCustomer" and deleted the copy. Then I copied again. Now the "go to" button on customer page is not working. It doesn't link to the "editcustomer" page. Here is the error message: Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link ...

Not to stay stuck in Salesforce world, but can anyone shed light on how to handle Accounts and Contacts in MethodCRM?  I am accustomed to creating a Contact as a child of an Account.  An arrangement which seems intuitive to me.  In thatway of thinking, the Customer is the Account, or the organization.  In Method ...

When adding a new appointment to Method from Outlook, I get the following error message:  <?xml version="1.0" encoding="windows-1253"?> <MethodAPI response = "Failure.The SQL returned the following error: Invalid column name OutlookSyncId". Invalid column name OutlookSyncId". Invalid column name ...

That did it!  I did not notice that the fields were in the same cell! Thanks.

John- The orginal screen should now be fixed. You may also want to add the Activities, Opportunities and Cases tab to your Field Service Operations tab group or which ever tab group you use with Field Service Center. -Michael

Thanks Michael!  It's such a relief that this can be duplicated.  I really don't think this Action is working properly and the more I worked with Grid automation, the more I wished I had this action to use. I think there is also a race condition problem with Save Section, which would be the workaround to this kind of automation, ...

James - Click Add Row a few times in the designer and drag each object so that it is in its own cell. Paul

This is what I have, I guess the fields are to toall or the field names are too small.  What's the  best way to a) fix this on this screen and b) standardize this so future screens work out? From MethodCRM

jnoneiliv1, I am going to need to test this out further but from what I have tested so far, Save Grid Row may not be working properly and I was able to duplicate the issue you mentioned with adding more grid rows after a save. -Michael