Method Community

Hi Tim, It sounds to me like you are doing everything correctly.  The screen checks to see if a "Bank Account" has been specified if the type of transaction for the user is "Check" as this is a required field.  All you need to do is select a "Bank Account" and then click "Process Report". ...

Hi Ryan,   Thanks for the reply. I have a HTC Touch Pro 2 on Windows 6.1. I too however tried it on a friends iphone today and it did work ok. Although on this computer, when logged on as a mobile user i still have the same problem. I have managed to make the mobile time tracking screen, and this also worked ok on the iphone. However when ...

 Hey Jacquie, I tried to replicate this and was unable to, the steps I took are as follows. 1, Select a Customer from the Customer List screen. 2, Click on the Activities tab. 3, Click Go To beside an existing activity. 4, Click on the field "Due Start Time" and selected a new month. If the problem was that the pop up calendar ...

Bug? CRM Edition On the Tab: Sales Center &  Tab Link: Activities When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.  If you use the same procedure for the add/edit ...

How do we assign a customer if the expense is reimburseable?  

Hi, I set myself up as a user with the default transaction type of Check.  I entered an expense that used the Credit Card - Company payment type, and was thus, non-reimburseable.  When I tried to process the transaction after approval, it gave me an error message saying it needed a payee name on the check, even though I was not to be ...

I would also like to know the answer to this question. I have a 4 to 5 year old desktop with a lot of programs on it, but using only 1/3 of the hard drive. It was so slow processing  Method transactions I wanted to beat my head against the wall. I'm running Windows XP, service pack 3, 1GB of RAM (probably the biggest problem) and 2.80 Ghz ...

 Hi Amanda, Is there an optimal configuration for Method use?  Computer Speed, Amount of Ram,  Internet Speed Up and Down......

 Hey Stephen, I tried the mobile site out today on an iTouch and it worked fine, what kind of mobile device are you using? I was able to create a new customer and work order. As for the time tracking screen, you need to actually create a mobile version of the existing screen. You are not able to take any Method ...

Hello, I tried following the same steps and the 'loading circle' appeared for about 5 - 6 seconds. Here are a few things you can try to improve the speed. If you're using Internet Explorer, try Firefox. Also opening multiple websites can slow down the speed. For instance, if you are using Internet Explorer for Method and you have 4 ...