Method Community

Hey Sarah, What you want listed on the Grid is the main customer per record, instead of the customers with all the related contacts. I hope I understood correctly. You can do this by adjusting the filter for the grid. Customize the Customers and Contacts List screen (CRM_CustomerList) and Edit the Contacts Grid. Head over to Step 3 of 9: ...

I need a general idea of how to approach creating a function button on our sales order screen.  The function will copy the current SalesOrder row and its related SalesOrderLine rows into a new Sales Order with a few changed values on the new SalesOrder, such as setting "waiting for sync = true".  Once the new ...

The following was a notice sent to me by Authorize.net.  I don't know the mechanics behind how Method communicates with Authorize... but since our company uses Authorize.net with Method,  I wanted to be sure that everything would still work after September 21st. Security Certificate Upgrades ...

I have a customized Activities List screen that I copied over from Field Services and then made some changes to so that I could select multiple activies and have the "Update Selected" tab to change a group of activities at one time.  I would like to add an option to be able to "delete selected activities" so I can get ...

Hi, We use Method Classic and working with QuickBooks 2013 Windows Desktop. Starting last week (Aug/17/2015), Method integration engine stop (or crashed) while processing Invoices (I read this from screen process message.) I once switch my QuickBooks for some reasons, then Method integration engine happened to work. However, it does not work all ...

Hi there, We are having issues with the out-of-the-box customer views in that it shows all customers AND contacts in one place. You can arrange the sort, but it doesn't always behave in a consistent manner. We would prefer to have just the customers listed, and then drill down from there. How would I go about configuring ...

The following updates are now live for users of Method.  Send Email Action - Added 'Email From Name' field (Ticket PL-1476) Import/Export tool is available for all administrators on an account, not just the primary administrator (Ticket PL-1407) Aligned screen copy process found in Manage Apps & Designer. ...

Hey Mahlon, I believe we have a deployment scheduled for the end of the week, I'll need to doublecheck with the team to confirm this will be apart of that deployment. I'll follow up with that information. - Mortaza

Hey, In that case it most likely has to do with whitelisting of the new IPs we use to relay emails. Please refer to: - Solution No. 243 - Solution No. 394 When you're ready, shoot an email over to support@method.me requesting for the new IPs you need to add to the allowed list in your EAC. - Mortaza

When do you expect this to be deployed?