Method Community

Nebo, I was able to build a quick grid, adding this action to my "URL" Column, I have attached a screenshot here, of how it looks in my grid: When I click your link for Adam Apple in the grid, it opens a new window and goes directly to this URL.  I have attached another screenshot below, showing the actions I used to create this ...

Hi Nebo, I believe what you said is correct regarding how Method gets the time info, so I am not sure why this is happening.  Could you do a test for me to verify if it is Nicole's computer is causing the issue?  Would it be possible to have Nicole attempt to import invoices from one of the computers that was giving the ...

Hi Sharron, Method doesn't have any additional apps at the moment that would assist for inventory tracking.  However, Method does offer basic inventory features and we do have some aspects of the QuickBooks Advanced Inventory feature available.  We are currently working on syncing with more fields from the ...

Hi Adrian, I was informed that we were pushing out an update for the Invoice screen overnight for the October Version, this would likely be the cause of your errors if you were attempting to access this screen at the same time it was being updated.  Please try again today and verify that this error has gone away, we apologize for the ...

Hi Nebo, There is an action available to make the field in a grid to work as a hyperlink, the action is called "Load Web Page".  You can find a good explanation of how this action works, took a look at this link from our Help Center Articles.  Essentially you can take a URL from a saved field and make it work as a hyperlink. ...

Hi Mary, i believe the wording in the error message might be a little misleading here.  When the error message says "NULL" values, it is actually meaning blank values, so it is saying make sure you don't have any current records that have an empty value, there must be something in there because it will soon be a ...

Hi Cathleen, I believe you are looking for the Listbuilder tablink, located in the Campaigns tab.  Using Listbuilder, you can generate your list of who you want to include in your mass email.  If you already have tags setup, you should be able to choose the tag name you want to use, and the Listbuilder will only include contacts with ...

Hi Grif, In regards to your Method Customer Portal being Secure, we got you covered on this front.  If you look at your URL for your Contacts Portal, you should see the beginning starts with HTTPS, the "S" is the most important aspect of this abbreviation because it stands for secure.  From how I undetsand it, HTTP ...

Dodom, I did speak with Adam, and looking at your updated info here, I believe I understand what you are attempting to do, and what your issue is now.  Still, with this type of customization, I am limited in my suggestions here because I don't know exactly what actions you are using.  It sounds like the main issue here is when you ...

Hi Chris, Would it be able for you to either post or email me a screenshot showing your buttons before/after?  I did a quick example in my own account, but I don't believe I am able to reproduce the issue you are having.  In my test scenario I stacked a few buttons above and below 2 buttons I am going to hide/show. ...