Method Community

Hey Stephanie, When creating a reoccurring activity, you will need to do that from Method rather than Outlook.  Also in the settings: If you do create a reoccurring activity in Method, note this option if you want to have a larger date range sync over. -- Mortaza

Hey Mahlon, We do have a ticket in for this issue, I'll update our thread as soon as I receive one from our development team. -- Mortaza

Is your 'View Activity' screen stock or customized? I've tried among multiple test accounts and it still loads the correct Activity RecordID.  -- Mortaza

Hey Mahlon, I do see the +4 hours added to the time. I have created a ticket for this issue. In regards to the click and it goes into a Empty RecordID View Activity screen, I am unable to replicate that issue. Can you test it on other Contacts/Activities and follow up if you still are getting an Empty RecordID View Activity screen please. -- ...

Hey James, The case is open and has now been assigned to a Support member. They should be in contact ASAP. I have noted down all the information in the case notes. For reference: (#15810). -- Mortaza

Sorry for the wait, I was holding off waiting for a screen designer bug to be resolved. Which would of stop you from completing the task. As per: https://www.method.me/cs/blogs/releasenotes/archive/2015/09/15/method-updates-sept-15-2015.aspx (Fixed issues with editing screen level events. (Ticket AS-1162)) it now has been resolved. ~ We ...

Hey Ted, Another route you can take is choose Wormer from the 'Insert contacts into List Builder' and after you have the Contacts with that Tag you can then filter the Grid by Date Range. On Step 2, customize the screen and add two DatePicker objects to the screen.  DatePicker1 & DatePicker2 Now in the ...

Hey,  Unfortunetly there is no way to toggle it to only show information on the platform you are on (QBO/QBD).  I have sent a note to our Education team to add a note on the article that will inform readers that article relates to QBD. -- Mortaza

I believe there were no App updates in this deployment, was it an account you have not accessed in a while maybe? -- Mortaza

Hey Meghan, That screen is on Method:CRM that is syncing to QuickBooks Desktop. If you are using QuickBooks Online it won't be displayed.  Which QuickBooks are you currently connected to? -- Mortaza