Method Community

 Hi Phillip, I'm unable to replicate the error message on my end. Has any customization been done to that screen, to maybe the address field to make it unique? Is it only when the client updates the address that they get that prompt? Does it also happen on the Save and New button? Try signing out and signing back in then make the change ...

 Hi Joe, The maximum number of rows per section is 15. However, you can place multiple controls within the same cell, which in effect increases the number of fields/objects you can add to a section.  So for example; you have 1 row with 2 columns, in the first cell you can have for instance 4 textboxes and in the 2nd cell 3 buttons. The ...

On Wednesday, September 9 @ 1:00pm EST, join Valbon Shabani will introduce the topic of Method reports.  This basic introduction will cover launching the Method Report Designer, creating a simple report, adding fields and displaying the newly created report in Method.  So how do you join and participate in the webinar?  Simply ...

 Jim, The live site has been updated now.  You wont have issues with security login now. Pete

There appears to be a toolbar conflict that is causing this. You can try removing some toolbars and re-installing the Outlook Add On. 

 Hey Paul, If you customize the portal you can use the "process credit card" action and actually have clients make payments from the customer portal. If you want to have the Method team do the customization contact your business consultant for details. If you wanted to try and do the customization yourself, take a look in our blog ...

 Hi Paul, If I understand you correctly, you would like customers to log on to the Customer Portal, view their invoices and be able to make payments. This is possible but will require some customization.  You'll first need to customize a screen on the portal to process credit card payments, hint there is an action "Credit ...

 Jim, We'll get this resolved today. Peter

 Hi Joe, Just updating you on your 2nd point Re: grid columns, we have looked into this and thanks to your feedback this will be changed. You can expect this to be updated in your account end of this week - early next week.

 Hi Joe, I'm looking into this and will keep you posted.