Method Community

Hello, When copying the CRM Activity List screen in order to edit it and add more fields the copied screen comes with a deleted link and Go To link does not work. Why does this happen and how can I prevent it? Thanks,

Hi Justin, Its extra 0 before the decimal. So instead of 3.85million (3850000), it becomes 38.5million (38500000). Thank you

Hi Justin,   I just had a customer call me with this issue as well whereby her day is filled with 15+ messages that she has been timed out and when she goes back to log in - it tells her that she is already logged in, then in order to deal with it, she has to Log Out completely and log back in.   These issues started with the new ...

We are a charitable nonprofit organization.  One of our programs involves receiving money from donors and then turning around and giving money to grantees.  Our donors are "Customers" in QuickBooks and Method, and our grantees are "Vendors".  We are looking to expand this program, but we need a way for our ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

Hi Mike, Try using a Show Message action at the end of your onScreenLoad event to show the value directly from Session- Portal- Entity FullName. Also try showing the values from your Action Results in Show Message actions here. This can help you narrow down where the issue is, whether it's not pulling values from the Session or if it's ...

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...

Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.

Hi Jonathan, To clarify, are you getting an extra 0 before the decimal, or only after the decimal? Let me know. - Justin

Hi Chris, If you're calling another action set, why not try triggering that action set directly? Click on your Save button and take a look at the number in the error you get, then check your Save button's action set for that action. If you don't get an error with your Save button, then it's safe to rule that out in your ...