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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 ...
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How do we assign a customer if the expense is reimburseable?
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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 ...
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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 ...
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Hi Amanda,
Is there an optimal configuration for Method use? Computer Speed, Amount of Ram, Internet Speed Up and Down......
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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 ...
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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 ...
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Problem: Pop up screen for "Due Start Time" doesn't show the month or provide the opportunity to change to another month
Here's the history of how it happened:
Customer List
Existing customer
Clicked on Entered Grass Roots
Clicked on Selected Grass Roots DE
Clicked on Activities Tab
Clicked on Go ...
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Hi Seny,
We are currently investigating this issue and we will respond as soon as we will find a solution to this problem.
Thank you,
Victor
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Hi Seny,
I am sorry to let you know that currently we are not supporting an insert or update of files into Method tables, through means of MethodAPI. Nevertheless, we are planning to implement this feature in the near future. In the mean time, you will need to omit the “File Attachment” column and upload the files manually, using ...
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