Method Community

One of the Show Message Action options is "Provide Yes/No option to user?  'Ok' assigns True.  'Cancel' assigns False.".  When the message window appears, the two buttons are 'Ok' and 'Cancel'. Would it be difficult for the Method team to add the ability to change the captions of those two ...

 I need to correct a statement in the previous post.  Opening the action later in the day revealed that the changes I was trying to make did not save. If the Contact ID is truly optional, why is Method requiring it?

I am editing the 'Email' hidden button on the Contacts screen.  I edited the 'Create Short Method URL' to change the portal being used.  The 'Contact RecordID (optional):' field was empty when I opened the action.  I left it empty.  However, when I Save & Close, I receive ...

 Paul, I did not know that.  I am a little embarrassed but delighted to know I can move actions around that easily.  I will give it try right now.

Have you ever been frustrated with the slow progress of moving an action from one end of a list of actions to the other?  I know I have.  I have a simple suggestion to speed up the process of moving actions.  Place a drop-down menu containing all the available list positions next to the 'Move' label. For ...

The Transaction History currently has options for 365 days and 730 days.  Would the Method development team consider adding an option for 1095 days (3 years)? 

 Thank you Paul, The information you gave me helps.  Now that I have compared the transactions within Method to the QuickBooks reports,  I do find several invoices and half a dozen received payments outside the Transaction History range we set and not listed in the QuickBooks "Open Invoices" report.  All invoices and ...

That explains the Sales Orders I see, they are all open (at least the ones I have checked in QuickBooks). What would constitute an open invoice? An open Received Payment? An open Credit Memo? An opem Purchase Order? Those are the tables with transactions outside the 60 day window we are using.  The other tables have transactions within ...

 We have a new account and set the Transaction History to 60 days with transaction options set to default.  I understand that 'open' transactions will be brought over to Method.  But we are seeing transactions outside the history setting as far back as 7 years.  Aside from 'open' transactions, for what other ...

 Paul, Would this explain why we are seeing transactions well before the Transaction History setting.  We set Transaction History to 60 days and all transaction options to Default.  Yet we are seeing a small sampling of transaction from as far bask as 5 years. This makes us uncomforatable and we need to understand exactly how the ...