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Client needs to update address for existing customer. Client "selects" customer from customer list. Current customer information is displayed on right hand grid. Client changes their customer's address and then hits save button. Client then gets yellow error message at top saying "this ...

 Joe, To help answer this one, we’ll have to take a quick step back and start with the foundation. We know that every screen is built off of a particular table. We also know that every grid displays information from its specified table which we as the user specify in the grid properties. Attached and unattached are the two options you ...

Hi Marcus. Just wanted to let you know I had started a thread about this named "Odd Effect In Certain Screens". The problem occured shortly after a previous update on the customization of fields/objects. In that thread you will find that Amanda has taken the issue to the developers and we can likely expect a fix when they are able to ...

I have a few managers that use the Dashboard Calendar and Activities.  They like to view the calendars of their staff and have to select the same staff members everytime they log in.  Is there a way to save their settings to always show the "Weekly" view of these same 3 people?   thanks,

 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 9/2, on the Time Tracking screen (Method's, not a customized version), the Notes field began to expand and grow longer every time you click into it.  So, for example, the first time I click/tab into it to make notes with my time entry, it roughly doubles in size.  The next time I click/tab into it, it doubles in size again, and so ...

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 ...