Method Community

Hi Wayne, You can import activities into Method using the Import / Export tool. I suggest you head over to Customize > Tables / Fields, take note of the required fields and export your Activity table to study the field formats first. Then, when you’re ready, use your customer list to fill out the contact for your activities (keep in ...

It's been a busy couple hours for us fighting this one. We have a temporary fix in place, and have directed all report generation to a different server group.  So, reports will generate again. I expect it will be a bit slower to generate reports while this temporary fix is in place, but they will work. My expectation is also that ...

yes pressed save. Order of what I did: went back into invoice added line items pressed update, then pressed save. balance due did not update.

We are experiencing an issue with reports not generating.  We're on it and will get back shortly with an update.  Thanks for your patience.

I have sent a response via email regarding the specifics of this issue. I have deleted the button that was causing this screen error/crash, and it has been working. I'm not sure how to re-create this error, but it is also mentioned in the email. If anything else changes or if the error comes up again, I will post here! Just for note on this ...

I have 320 customers that are in Method and Quickbooks which are listed on a spreadsheet after exporting them and working on them in a spreadsheet. I need to create an activity in Method for those 320 customers and it will be really time consuming to use List Builder to identify the 320 out of over 3600 customers currently in Method. Is there ...

Hi Mahlon, I received an update from our development team that this issue should be resolved after our next release. I’ll post back when this is available. -Audisho

Hi Jason, You can try re-publishing the screen or making a copy of the screen to re-generate it. If this fails, shoot me an email with the company account and screen names. I’ll have the screen regenerated from the back end and see if this fixes it. -Audisho

Hi ayoung, Did you select the Save button? There are some actions on this button that will calculate and populate these fields with the updated amounts. If you just selected Update on the grid or Print Preview, this is why the subtotal and balance due were not updated. -Audisho

I've been working on a screen for a few days, and it has been working properly up until now. After making a few changes, clicking on the tab link that leads to the screen shows the following error message: "We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your ...