Method Community

Need: Ability to capture extra data with an invoice from a grid. Similar to what is done in a standard invoice with the InvoiceLineItems grid in which the invoice screen uses the invoice table but also inserts records into the InvoiceLine table and creates a relationship between the records in the two tables so that when the invoice is ...

We have a slight problem here at Method.  We have rebranded a "developer" as someone who develops their own system.  Afterall, Method is a platform that is all drag and drop, no programming.  But the old school way of thinking is that only a programmer can be called a developer.   This leaves those who actually ...

Yes, if you are getting that pop-up that means the same thing is occurring in the other screen.

That's seems to have remedied the situation. And it was very slow the first time it loaded. I checked both the Sales Center and the Call Center and was bale to access the info throught he Go to... link. But, when I clicked the same link within the Customer List in the Transactions/Activities tab a popup window appeared saying >>Enter ...

Ron, here's one other thing for you to check... actually, I'd start here before referring to my previous post.  You may not have a value selected in the Calendar-Recurrence object on the New Activity screen.  Try this and see if this works first: Go to Customize > Screens. Select the New Activity ...

Hi Ron, No, 10 minutes is certainly not an acceptable time to wait.  In my tests, it took approx. 15 seconds to load the screen today.  So, let's see if we can diagnose what's going on here...  First, have you made any changes to any of the screens?  If so, which ones?  Second, we'll need to see if the New ...

How long is an "acceptable" time to wait? I waited for 10 minutes and still nothing... The Activity is listed as an Incomplete Activity with a type of Email sent and status In Progress, is there any other helpful information I may be able to supply to you assist you in resolving this?

Hi Ron, I just tried accessing an existing activity via the My Activities section of the Sales Center Dashboard by clicking Go To next to an existing activity.  I also got a blank screen for a few moments, but then a few moments later, the appropriate activity appeared within the blank window.  It just took a bit longer ...

Actually I was in the Sales Center Dashboard and clicked on My Activities.  I then clicked the Go to..  for the listed activity which popped up the Add/ Edit Activity window. That was the blank window I was referring to.

Ron asked: Danny, After creating an activity, I clicked the >>Go to.. link which would open a window (Add/Edit Activity) window but it was blank. I’m not sure if this is what is intended. Additionally, what is the method in order to send an email from within the Activity screen? Can I send invoices by email as well? Is there more info on ...