Method Community

 Hey Lee, I am your consultant, but I did not hear from you. Please contact me when you have some time and we will do this installation. My post yesterday was a general post so all users know to contact their consultant to get this update. This update will be pushed out, so if you don’t need to have this right away, you can always ...

FYI, I've had the "0" replacing an entered amount issue on several occasions.

 Hi Adam, Thanks for all the info. At this point it is probably best for you to contact your Business Systems Consultant and they can log on to your account and do some further investigation.

Just to clarify...it has worked only a few times before.  Now it doesn't at all.  Thanks for all your help!

I appreciate the opportunity to read all the conversations, but for expediency's sake I'd really love to be able to set a default in my profile or viewing settings somewhere so that my "home" view filters in only my topics or postings... or at the very least, some way of identifying that a particular topic is mine?(I'm not in ...

We have our Transaction History setting at 365 days (and have had mulitple full syncs since that value was set). However, our view of Invoices only goes back to Nov 30th. Under "Show options per transaction type" all transactions are set to Default. Is that Default value set by my 365 days value, or do I have to set a longer history for ...

Are there any built-in reports for Call Center or Sales Center records (other than the Sales Center List Builder, of course)? We're thinking along the lines of basic productivity questions like "How many calls did the call center handle last month, and how many were left open longer than 1 week?" If not, then we have to build our ...

So noted. With a system like yours, I'm sure there's an unlimited number of possible functions that one user or another would wish was pre-installed, rather than available-by-customizing. The 'fault line' probably runs between those of us who want to make the system do what we need it to do ("hey, I get to customize ...

I’m glad to hear you’re up and running again. Isn’t it a nice way to end the week? TGIF

Ryan - Thank the team for me. And I believe *you* are my business consultant, are you not?...