Method Community

Hey Mahlon, I have passed this onto our developers to take a look at this and I'll update you as soon as I hear back. -- Loi

Hey Mahlon, Word from our team says that rearranging apps on the dashboard should be also coming in Q1 of the New Year. -- Loi

Hey James, I have tried to recreate the chart and I have not been able to duplicate the error(Object must be of DateTime) you were getting. When you put your cursor over the red x when you are looking at agrument properties, what message does it give you? Is it the same error message you were getting in the pop up? I tried to to use a ...

Hey Mahlon, I have gotten word back from our developers that they will not be resolving your ability to use the load web page action work around in a text object as this was not originally intended to work this way BUT they also have told me that they have the proper load web page action on the roadmap for ...

Hello, I am having trouble with my method report builder. It seems as my opportunities and contacts master table reports will easily transfer over to the method crm interface. However, anything that I build with the master table being "Customers" does not pull over to the method crm Customer Reports "custom" report section ...

Hey Scott, Can you test it again and let me know? -- Loi

Hey Ben, Is there a invoice number for the transaction you are trying to process? We may have to troubleshoot this over the phone with one of our support staff as it will be difficult to do over the forums. Let me know if I should create a case for someone to reach out. -- Loi

The "Edit_Entity" screen is accessed from Contacts App, then selecting a contact and clicking the "Edit Customer" option from the View Contact screen.  I copied the Edit_Entity screen, made no changes, made sure it was visible to all users, and my test user is denied access.  This is the only screen with this issue ...

The following updates are now live for users of Method:Classic.  Platform Updates Fixed rounding issue on some transactions which may have caused some sync conflicts. (Ticket AS-1280) Fixed potential issues with signing up for a new account. (Ticket AS-1588) Fixed issue with Google Calendar appointments duplicate in some ...

Using Activity for a grid and Due Start Date is there a SQL code that will display the day of week? So it would show the standard Dec-21-2015 but also the day of week?