-
[quote user="NeilRick"]Any advice on this matter would be greatly apreciated.[/quote]
Hi NeilRick,
Since this is a sync engine error this would be covered under free support. Please call us at 1-888-925-6238 option 2 for support and I can help you work through this.
If you wanted some steps to try and ...
-
[quote user="John M"]There are problems with the security certificate for this site. its not from a trusted authority.[/quote]
John,
I just wanted to let you know this issue should be resolved for you - please logout/login and let me know that clears it up for you.
~C
-
[quote user="Blake C"]can I get some guidance on how people are best handling the multiple Jobs for a Customer issue in Method?[/quote]
Hi Blake,
What type on guidence are you looking for? You should be able to handle multiple jobs for a customer just fine using the job of customer drop down under the additional information ...
-
[quote user="WQA"]Is this possible to do?[/quote]
If you're using the list builder then there's no option to send that email with an attachment. You may want to consider uploading the document to your server and sending a link to the file instead of attaching it directly to the email. There's a good reason to do ...
-
[quote user="Rolf"]That should help to get this fixed.[/quote]
Thanks for the additional detail - I was able to recrate this problem and I've submitted a ticket to my team here to review. As soon as I get an update I'll let you know.
~C
-
[quote user="Rolf"]Any thoughts on how to rectify this?[/quote]
Which popup do you have open? I've been trying to recrate this and the behaviour is working as expected. I have a setup similar to yours and on my Edit Customer screen I have the Add Contacts popup open. When I Go to Tab Link with the option Close any ...
-
Just wanted to update this thread and let everyone know that the we've corrected this issue with the import/export tool. Please let us know if everything is resolved.
~C
-
[quote user="kdellaripa"]I already checked that and I am using FullName on both the table and the invoice.[/quote]
To debug your actions a little here you might want to put a few textboxes on the screen and enter the Action Results for the fields you're trying to match. It can be helpful to see the Action Results before ...
-
Chrome or FireFox are both superior browsers to use with Method. I personally like Chrome for the speed.
Regarding the error on this thread, it was related to some customization on the charts for their home dashboard. I've seen a similar error and it was after editing a table then not clicking finished editing fields. ...
-
[quote user="kdellaripa"]Why would that be?[/quote]
I suspect you need to open the invoice table and click Finished Editing Fields. If you made a change to a table and didn't click that button the table doesn't regenerage properly and can cause problems like this. This may also fix the lookup problem from your ...