Method Community

Last week we released a big new update to Method platform, so in keeping with tradition, I get to put my "geek hat" on and announce some of the goodies. Of the many new features, here are some highlights: 1. "Add New" event added to dropdown fields We added a new event to dropdown fields called "Add New".  ...

I'm back in the office, and am excited to get everyone started. Here is my post on the QX Online forum, since you guys are all QXO users: http://www.qxpress.com/cs/forums/p/364/1076.aspx#1076  Richard - are you using QXO or Method Field Services? Paul

Okay, okay.  So the good news.....we finally published to the live site.  So we should be able to get everyone on the beta now! The bad news is that I was planning on being in charge of getting everything setup ready for you to download, but I'm **supposed** to be on vacation out west now.  But I'll slip away and get this ...

Richard - One tip for you.  If you have the "Wait for sync approval?" checkbox checked on the Estimate for a Lead Status only customer, it won't send the Estimate and won't convert the lead to a customer until you uncheck the "Wait for sync approval?" checkbox. That way you can still prevent leads that have ...

As soon as we make the next publish to the live site we can get you on it.  We didn't get the update out last week like I had hoped :(.  So it looks like it will be this week instead. Paul 

Tony - Just further to what Ryan said, we'll do a blog entry.  But I wanted to let you know that we'll be able to finally get this in everyone's hands on the next update.  I see this being sometime next week.  Paul

Thank you for emailing your info to us.  Looks like the User Name was changed while you were adding all those new users.  Please see your email for the solution.  Paul 

Selectsg - Can you email your company name, address, and phone number to method at methodintegration.com? As a security precaution, if you enter the wrong password 5 times in a row it will lock you out.  Not sure if that's what happened, but I can look into it for you. Paul

Joe - See my work around here: http://www.methodintegration.com/cs/forums/p/224/602.aspx#602 Paul

You need to go to the screen that the transactions are on and actually delete them from there.  For example if the non-posted transactions is listing an invoice that isn't posted, go to the Invoice List screen to look at it. Back to what I just posted a few minutes ago.........this is even more evidence that something is off ...