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  • Transaction App Ribbon

    I have a customer app and I just created a transaction app. If i try to setup an app ribbon linking the transaction app to the customer app I get an error when trying to view a customer record. The only thing i can see that is different about the transaction table and the other apps I have successfully linked to the customer app is that the ...
    Posted to Method General Q & A (Forum) by Matt on 06-01-2015
  • Re: Problems launching PDF Files with characters in the file names

    Hi Mike, I can&rsquo;t replicate this behaviour. I am able to both generate a print preview for templates that contain a &ldquo;-&ldquo; in their name and open a document that has a &ldquo;-&ldquo; in the name from my documents list. Can you provide me with a complete list of steps for replicating this issue? It is possible that these files are ...
  • Saving an activity from a sent email

    Erol&#39;s video indicates that you can go to the sent emails inside Gmail and save the activity to the person you sent it to. &nbsp;The video indicates that the google gadget defaults to the contact you sent it to. &nbsp;This is not my experience I have to search for the person I sent it to then save the activity. &nbsp;Am I doing somehting ...
    Posted to Method General Q & A (Forum) by rpoirier on 06-01-2015
  • Problems launching PDF Files with characters in the file names

    I noticed that 2 PDF files I have in the Documents section of our universe do not launch b(blank screen)&nbsp;because their names have a minus sign &quot;-&quot; in them. Is this a known issue? Any other characters not allowed? Did something change? Becuase I don&#39;t remember this being an issue a couple of months ago.
    Posted to Method:Classic General Q&A (Forum) by MikeB on 06-01-2015
  • Re: Moving activities from old to new method account

    thank you audisho, I should mention that when I imported the data it did not pass validation with the data that was in the recurrenceinto field so I cleared it. I will try and recapitulate that and send you the error it gave me. I believe it said something to the effect that there was a line that wasn&#39;t valid.
  • Method:Classic Updates - June 2nd, 2015

    The following updates are now live for users of Method:Classic.&nbsp; Fix - CreditMemoLine RecordID&#39;s changing on sync (Ticket AS-729) Fix - Method custom field data on CreditMemoLine cleared on sync (Ticket AS-774) Fix - VendorCreditLineItem custom data fields cleared on sync (Ticket AS-660) Fix - Removing all line items from a ...
    Posted to Release Notes (Weblog) by Method_Jonathan on 06-01-2015
  • Re: Moving activities from old to new method account

    Hi scottaskinosie, Export your activity table and locate a series record. Scroll to the RecurrenceInfo field and let me know if this series record contains any data in this field. -Audisho
  • QB Payments Echecks

    Now that Intuit has released the Echecks API for QB Online - what are Method&#39;s plans to integrate add this as a Pyament Gateway option.?&nbsp; Currently there isn&#39;t a good ACH option for payments process in an Method account.
    Posted to Method General Q & A (Forum) by v.cameron on 06-01-2015
  • Orphaned contact

    I have several leads that were put into M:N with a web to lead form for testing purposes. I tried deleting the entity and it orphaned the contact. When I try to delete the contact I get this message.
    Posted to Method General Q & A (Forum) by mahlonf on 06-01-2015
  • Re: Moving activities from old to new method account

    actually I lied, when I click on a series I get this prompt: The basis this service was created from is not available on this page. Have the administrator edit this page and edit the Recurring-Object to allow for the basis. Appointments already created will not be affected unless Insert Recurring Dates is clicked and &#39;Delete existing ...
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