Method Community

Hello Method, I'm having an issue when adding new user, when I click Add User button, the table refreshed but nothing happened. User are not added. I've tried to add more license but still doesn't resolve the issue. Please advise. Thank you.

Hello, No, I use Chrome. Thanks.

Hi guys, Does anyone having an issue with the transaction table on Customer Screen? I did nothing to the screen and its always Error Reading Grid now. I've checked the Grid and nothing is wrong.. Anyone can help? Thanks.

Hi Mortaza, So there is no way turning back Customer to Leads except delete them and re-import? Is it available if I create fields that shows EntityType (Customer/Customer Leads) then change them to Customer Leads? So when the full sync occurs, the leads is not shown in QB. Please advise.

Hi Guys, I had an error importing around 300 account that should be a Customer Lead, but imported as Customer. Can we mass change Customer to Customer Lead? Please advice.

Hi Mortaza, Sent.

Hi Mortaza, Here is what I found in Activity Report, The Contacts_RecordID shows the correct RecordID.  I will be having a hard time connecting with your team because we are in Indonesia, and its 13 hrs difference. So it would be your night time when I work and vice versa. So I think this forum should be the best way for us to ...

Hi Mortaza, At the second image it is shown that the contact info is the same with the first and the activity is made via log-a-call button in Customer View. So the contact is automatically selected. (FYI, I disable NewActivity outside log-a-call). Please advise.

Hello guys, Does anyone ever had an issue that activity is not listed on Customer View but listed on Activity List? Is there any error? Please see my screenshot below that on Customer view, the latest activity is on 7th May 2015. In fact, there is another activity made to that account on 29th May 2015, but not included on the Customer ...

Hi Method, Does method provide a back log for any changes made by user? Like User A changes the company name from Dog to Cat at Tuesday, 16th June 2015, 9:30AM. Please advise Thank you