Method Community

The following are a list of updates which are now available for Method CRM. ContactsPortal_NewCase Updated so that the miURL used for emailing new cases to internal staff goes to Cases > Edit Case.  Before this was pointing to a CRM 1.0 screen which is no longer used. ContactsPortal_Cases Updated so that the miURL used for ...

Thanks Michael. Knowing you don't see an obvious flaw or better solution really helps.  This is working well in testing.

James, That is a pretty good solution and should work in your case. -Michael

Okay, I think I have a solution. QB maintains the field IsFullyInvoiced at the Sales Order Level.  By adding IsFullyInvoiced to the Sales Order Line Items table, the Sales Order Line will effectively Close when the Order is fully invoiced. I think this might be the most elegant solution.  As we are using SalesOrderLineItems as Make to ...

Since my initial post I have not worked on it any further. Without better testability, we ARE flying blind. When I developed software for a living (10+ yrs up until last year), executing full regression tests via automated web UI testing (with Watir/Watin or some other tool that is programmable) was part of the development process. If I'm ...

Blake, I'm curious as to how you're making out with this.  I never really resolved the issue of how to debug more complicated logic as messages provided by Method in debug mode are a bit dumbed down, friendly and chatty, but not very useful.  The only technique that appears available is to use the Show Message Action, and ...

Hi t.trudeau, The main purpose of scheduling a follow up is for ease of use, it is the same as creating a new activity. -Michael

I was wondering if there was any information on the difference between creating a new activity for an oppertunity versus using the Schedule a Follow Up tab on an existing activity. The follow up seems to just be another activitiy. Is this just included for ease of use, or is there something that distinguishes them?

Charge Qty contains the cumulative total of billable hours applied to this budget line. Budget amt. was zero, but populating that did not change the behavior of the billing function. Thanks Val!

Michael, I’ve run into a similar issues, but only under certain conditions. Before you click ‘Create Invoice...’ can you verify that the ‘Charge Qty’ column on the grid has a value greater than zero for the specific line. If it does not, try refreshing the the grid before creating the invoice.  Under ...