Method Community

I've read something on the Method Help Center about merging customers in QBO (https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&search=merge) but I think this might be a little outdated. When I merge customers, I'm seeing that the activities and transactions don't merge in Method.  Is there a way to do this? ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for March 24, 2015. Fix - Unable to select reports in Generate Report action (Ticket AS-464) Fix - Unable to create a new user for franchisee account (Ticket AS-387) Fix - Unable to open links into Method from Gmail gadget ...

BTW - I am hiding some sections on the open, could that be the source of the error. I tried disabling the hide actions or moving the position in the stack, it did not seem to matter.

ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please contact an administrator. I get the above error on a customized screen. Where do I begin to troubleshoot the source of the error. I am surprised ...

Hi Justin, I will try to remember to check the next time there is an update.

Hi Matt, To clarify, you suspect that it's getting cleared out when we push updates to Method:New? If you can replicate the issue that would be best, and I can put a ticket in for it immediately. If not, I can create a case and one of us will reach out to get a better idea. Let me know. - Justin

Hi Matt, I've opened a ticket with our development team regarding this. I'll keep you posted on its status. - Justin

Justin, I'm waiting on the free hour.  They are apparently scheduling into April now. What I’m trying to do: I want our grantees to be able to login to a portal and see: 1)  All money that has been donated to us for use by the grantee (date, amount, name, address of donor/customer) 2)  All money that has ...

Hi Douglas, Sorry for the late reply, this one slipped by me. For the report you're describing, you shouldn't have to link the Customer table to the InvoiceLine table. You should be able to access all the fields you need by using the Invoice table as the Master table for the report, and the InvoiceLine table as a Detail table. Once you ...

I go to the view contact screen and click the "Share" link to get a portal URL. When I try to navigate to that URL I get This error in Chrome Your connection is not private Attackers might be trying to steal your information from miurl.cc (for example, passwords, messages, or credit cards). This server could not prove ...