Method Community

Hi, Recently, I keep experience a random issue,  in my "customize" invoice screen, which I tweaked from default invoice screen. The issue is, the invoice line items are created and can be found in database, however, their invoice is not created or gone, I can not found this invoice in database. After adding some logic to check ...

Everytime I get an email notification emai for a metting reminder I get an error email, somehow method is trying to send email to my cell number and I don't know how to change that. I looked under my profile and under cuztomize, users, settings but I don't see anything. Mail Delivery ...

The following updates are now live for users of Method. Features Improved App Updates to be less intrusive to end users (PL-3992) Instant notifications of sync status on QBO Sync page (PL-3794) GmailGadget | Enable Cases tab for users of the Cases app (PL-3223) Opportunities app | Opportunity Stages have Active/Inactive flag and sort order ...

It seems to be copying the screen that adds the HTML code.....even when I select a version of the screen that has a working go to link, when I go to edit that screen, it has the HTML in the go to actions.

Since I posted this, I've been trying to add the SpecialType to the CustomerList.  Every time I do it "breaks" the Go To link so that clicking on Go To only goes to a blank customer screen. It appears that the issue is in the Go To link Actions....when I made a copy of the previous CustomerList, it added HTML code in the ...

Thanks so much for your response, Adam.   They have the same Entity Record IDs, but one is a contact and one is an alt contact, so I guess they're different.  (We modfied the contacts list so it's not easy to identify that difference).   Thanks for helping me to understand! (I also added the special type field back ...

I would really appreciate a response on this. The data that I generate is sound. The previews in Method Report Designer are also sound. But the report on the Method screen has incorrect, mixed up numbers and the report format is jumbled.

Hi Is it possible to produce a statement from within Method - our sales team sometimes get these requests and we'd like to action them without involving the accounts team. Kind Regards Rick 

Hi Debbullocksmith, Are you sure they are duplicate customers or are they duplicate contacts? Do they both have the 'Contact' value in the first column as below? Do they have the same recordID?  If so, feel free to email me the account name and I can have a look for you.  - Adam

Hi Jonathan, If wish to email me the account name and the screen this is happening on (and enable MethodSupport) I can have a look. Though saying that, if its only happening for a couple of users, I have a feeling I won't be able to replicate it. I'll give it a go anyways.  I'm also wondering if the screen is fully loaded when ...