Method Community

Clicking the opportunity from View Contact screen opens the Opportunity List not the Edit Opportunity screen. Activities does not do this.  Is this by design?

May 6th, 2015 Activities App *New* Added ‘Assigned To’ field to the advanced grid search (Ticket PL-580) Addressed messaging when deleting an Activity Type currently in use (Ticket AS-142) Addressed naming of Activity Category column in Activity Type List screen (Ticket AS-470) Edit Activity screen now saves changes prior to ...

Hi, I am not able to see generated customer information under sales center -> lead tab in method CRM but able to insert customer data into customer table and getting response "success" with lead no and name. But the same code which we are using for another site able to see generated customer information under sales center -> ...

Hi sincitygetaways, We received your voicemail and have created a case for you. Unfortunately, we were unable to reach out to you yesterday evening during our hours of operation. We did however, regenerate the screens on your account in an attempt to resolve this issue. Please post back and let me know if this is still an issue. If it is, I will ...

Hi, I once had this kind of error for couples of times, and Method told me that could be corrupted data happened in that screen, but actually, just like you, all screen are not modified at all but it just can not generate grid suddenly. My solutions are kind of trial and error but it did the trick: 1. wait for couple of hours: it happened once ...

All 3 of our users are having the same error.  I called customer support and left several voicemails.  We are dead in the water as far as helping our customers!  Here is the actual error message below. Error Generating Grid. The Grid was unable to build one or more filters, please edit the screen and verify each grid filter. If ...

Hi Steve, The Outlook plugin is not dependant on your email provider or email server. Using Office 365 should not cause any issues with the plugin. I hope this helps. -Audisho

Hi all, I have new client that is running Outlook 2013 on her desktop with an Outlook 365 back end (rather than Exchange).  Will this cause any issues with the Outlook Plugin?   Thanks, Steve

Hi Alex, Please verify that your Account Name, User Name & Password are all correct. You can also try substituting your email address for your user name and vice versa. If this doesn’t work try resetting your password from the Method sign in page. If you try the above and are still unable to sign in to the report designer, please give ...

Hey Everyone- We have gone live with the release that we rolled back last week. Thanks for your patience.