Method Community

Hi tmeyer, I have not run into this issue myself and I can’t seem to replicate it either. I suggest you try clearing your cookies and cached files in Chrome to see if this resolves the issue. You can read how to do so here. If this doesn’t work, maybe you can provide me with some additional information. 1) What operating system are ...

Hi Alex, Yes, this is the forum for Method New (M:N), welcome! If you would like to obtain access to M:N, please contact your account manager to discuss. Keep in mind that not all features available in Method Classic (M:C) are available in M:N just yet. We do have a migration plan for converting customization from M:C to M:N, but this will take ...

How do you add the BillEmail field to the Estimate screen and auto-populate it when selecting a Customer on QBO? Thanks.

if your in any app, like changing customer info or opportunities and you go to any other iphone app thats already open, lets say to get info from iphone contacts, when you go back it always reverts to main dashboard. you have to go back into customers app, then customer and edit again. anytime you leave the method browser the app closes and ...

if creating a new lead, and you change tabs in chrome, when you go back to method tab you get " oops something went wrong" most of the time the site crashes, goes black,  and you have to log in again. even noticed on once lead is created if I change chrome tabs i get the error

Hi, Is this forum for new Method system? how could I sign up for this new Method? And, is it possible to convert Method:Classic project (data, table, screen) to new Method system?  Thanks. Alex

I'll try it again on another project sometime. Thanks

Hi Mahlon, I made some quick modifications to a copy of the New Activity screen to retrieve and show the active screen RecordID immediately after saving. This is working as expected. You may want to re-evaluate your action set, as I don’t think the issue has anything to do with the actions firing before the screen / record has a ...

Clients have been receiving the following message: The account name or portal name was not specified in the URL.  Please check the URL that was provided to you and try again. The message prevents the client from logging in.  Originally I thought it was only affecting clients who were using Safari, but today I had a client who was using ...

Hi Mahlon, Can you explain your action set to me? Why are you setting the active RecordID for the screen and retrieving it using the session variable in the same action set? There are other ways to get the RecordID such as within one of your Retrieve Value From Table actions or if you’re creating a new record, from within your Insert Record ...