Method Community

Im still on my trial session and sure whether I'm going to stay with Method CRM! The free consult I got did not get my sales receipt to work the way he said would! The customers phone number disapeared! And when I go from Customer job/check #/ with tabbing I would have thought you would be go from check # to Pmt method/ also I explained in ...

Hey Mahlon, Thanks for the follow up, I was able to replicate the error this time around. I have created a ticket for our development team - I'll keep you posted here. -- Mortaza

Try this Create a Button called Save. Put Save Actions on this button. Create another button called Temp. Call Save from this button. Rename Save to Save & Back, then check the action on the Temp button.

Hey Mahlon, I was able to replicate this error, I have created a ticket for our development team. I'll keep you posted here. -- Mortaza

Ok, I'll post back when I find it again

The following updates are now live for users of Method:Classic.  Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183) Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255) Cheers Jon

Hey Mahlon, This may have been an odd case, as I'm having trouble replicating. I followed the same steps, Button pointing to Another Set > Renaming button > Save > and the Action was still pointing to the correct Action Set. -- Mortaza

Hey Mahlon, I have created a ticket for our development team to take a look, I'll keep you posted here. -- Mortaza

Hey Cameron There isn't a filter for Opportunity by Campaign. You can however customize the screen to add that yourself. You can take a look at the filters in place and use those as a guide to create yours. The actions for filtering are found on the Generate Report button. The field you'll want to filter for is ...