Method Community

Yes you can login and I enabled your user . . . although you have had problems logging into our account in the past.

pdirect, May I login to your account and take a look? If so can you enable MethodSupport. -Michael

I would send a screenshot but your forum doesn't allow for uploading images unless I upload it to my site and send a link which is kind of time-consuming.  And this happens on the desktop version as well as android and windows phone and iPhone.  So it's the same on all devices.  Just lines show up that usually separate the ...

pdirect, I am unable to duplicate this. Can you send me or post a screenshot of what it looks like? Also can you test logging onto your mobile screens using a non-mobile device (from your desktop computer) and let me know if you get the same results. -Michael

Since upgrading to the most recent version of Method, the mobile screens are not working correctly.  We can see a list of customers, but when we click on a customer, there is not data displayed . . . only lines.  It is the same for all of the mobile tabs as well . . . lists, but no details.

Hi Haiden, Add the PaymentMethod table to the list of tables. Let me know if this works. -Michael 

Good to hear! One improvement that would be wonderful in future releases is to be able to save advanced searches.  For example, one of our reps could save a search for all gold customers in chicago instead of needing to enter this information everytime. 

pdirect - we here you loud and clear.  This should have been in the Customers and Leads List screens and was an oversight on our part.  We have full intentions of adding this back to the Customer List and the Leads List.  We've taken your feedback and placed an internal ticket for this.  The solution Mike provided was a ...

I could, but that can be confusing to users when they have two customer lists screens.  Long term, the new version NEEDS advanced search. In fact I'm quite surprised that you would remove this as advanced search and filtering is one of the staples of any quality CRM system.  We used this extensively in Microsoft CRM before switching ...

Ramesh- Did what Method_Val suggest not work? If so can you post or send me a screenshot of the result that you are getting?