Method Community

Hey Mahlon, In M:C it does update the Button obj with no error. In M:N we get an error: I have created a ticket for the development team. I'll update our thread when I hear back from them. -- Mortaza

Hey Karrena, If you want me to be specific for the field you created, let me know the field and table you added it to. For my example I will add a new field to Contacts table: "Age" Now in the CRM_CustomerList screen, I will customize the screen and add the field to the Grid. First let's Edit the Grid: Head over to Step 2 of ...

Hey Antonio, There is no feature that lets Users decide which platform to send notifications to.  The only way currently to have notifications open in Method:Classic is to switch your Platform Toggle back to “Classic” and remove access for Method:New (which is handled by your Account Manager). -- Mortaza

Hey Greg, This can be accomplished via customization. But I have put in a feature request to have this ability in stock Method:New out-of-the-box. I'll update our thread as soon as I hear back. -- Mortaza

Hey Tami, As this will have sensitive information, we'll take it off the Forums - I have created a Support case for you. As soon as a member from Support is available they will reach out and troubleshoot the error over a screen share. I have noted down all the information you have given us here and updated the case notes with that ...

Hey Tami, Just to start from the beginning have you already added PayPal as a Payment Gateway type under Customize > My Account > Payment Gateways: Let me know and we look further from there. -- Mortaza

Hey Mahlon, Can you check for me again and verify. I am getting the option on my end: -- Mortaza

Hey Ted, That may relate to what you have the Transaction history set to. You can find it under the Tab: QuickBooks > Synchronize. Please verify what you have that set to. If you want to retrieve data before those days, change it to a larger range then execute a Full Sync. -- Mortaza

Hey Mahlon, I put in the feature request and will send you an update when I hear back - on this thread. - Mortaza

Hey Mahlon, I am able to rename the App name -- can you please try again and let me know if you're still getting the same error. - Mortaza