Method Community

 I'm trying to customize our full blown Method to our sales team.  I have added a new Email field where the sales person can put in the email address of a new potential client, then mail the quote to him/her.  But the email field did not work.  Could someone point me out what are the necessary steps to accomplish ...

We’re currently pushing a minor update to Professional Services. We ask that you avoid clicking and being in the Professional Services tab until this update is complete. Other areas of Method will not be affected. Update is complete.

TogsTeam - Everywhere else in Method we constantly doing time zone conversions - but there's actually no time zone conversion on that field.  What happens is that it syncs a changes-only sync every 20 minutes (by default).  The next sync after your scheduled time is when your full sync will kick in. So, say ...

Thanks, I'll follow that process for linking fields. Presumably I need to wait until the engine is not actively synching. I'll try clearing my cache before my next attempt at putting a link into an email.  

Earlier this evening - about 5:00 pm local - I reset the Full Synch schedule to launch at 6:00 pm and saved the settings. 6:15 came and went with no synch started, so I started it manually from the Method web interface. What time zone is the scheduler operating under? Does there have to be a minimal lead time on changes?

I am getting some strange grid sizing behaviour as well, but it occurs in Firefox and IE. Often the first column of the grid will display very large, squishing everything else out to the right.  It gets fairly predictable and will happen in both Firfox and IE.  I've tried to make sure ALL of my columns are set for a reasonable % ...

Hi Matt, Are you trying to pull the Balance and Account number for the customer as a whole? Or are you trying to process some information for each individual transaction? If you are trying to pull the balance and account number for the customer as a whole, I would use the Retrieve value from table action and retrieve the fields from the customer ...

Hi Method Team, I am having difficulty getting the "Account Number" and "Balance" feilds to display on  the Contacts Portal- Transactions screen. I have tried several different methods to get the fields to display, but with not luck. I tried: - Calling actions on page load - Checking for record ID It seems that the ...

Today is a big day!   Not only are we releasing one exciting new Method App out of beta, but two!  If you’ve been patiently awaiting the out-of-beta launch for either Method Expense Reports or Method Professional Services, then today is your lucky day!     Hats off to Danny for developing this easy, yet impressive ...

Hi matlow99, Is this due date going to be displayed based on each transaction or just a general due date? Either way the steps outlined below should give you the 15th of the month in any situation . Get the current date from the session( Or date from any date field) Use the Date Function action to get the first of the month from that ...