Method Community

Trying to design a report and the fields I needed are in the Invoice Table, but I can't find how to print the report.  I've looked in Customer Tab and under invoices but don't see a way to prnt a custom report?  Thanks.

My long term goal is to cut off contact between Method and quickbooks. I want Quickbooks to be uploading to Method but not Method to Quickbooks. So are you sure there is no way to do this? Re: New Lead Contact By Method_Justin in Method General Q&A Hi Allison, Contact is a required field, there is no way to do this. ...

Hello Justin. The problem is that they can´t be deleted either... they have recods in the audit trail. This filter could be included in the new platform. Marco

Hi Mike, Would you be able to create a test portal with a copy of the same screen, except make the read-only fields editable? Create a few test Customers / portal logins and see if the issue still happens. If it's still happening, I'll need to know more about how your screen is set up. - Justin

Is that still something that's down the line a ways?  Really love the Beta but my biggest function is calls and e-mails out of Acitivies screen.  Also, can you point me to documentation on how to get the Opportunnites App up on my home screen in Beta?  Thanks

Hello everyone, If anyone is following this thread, Maureen called into support and I walked her through resetting her Google Open ID, however this did not resolved the issue. I tested this on my account as well and my Google calendar is not syncing either. A few other people here at Method HQ have confirmed this as well. At this time, it ...

Hi hkui, I did experience this issue a few weeks ago with one of my accounts, but I was unable to replicate it when I tested it last night. If you feel like it, give it another shot and see if it's still not working. - Justin

Hi Mahlon, I'll check whether or not this is the intended workflow. To confirm, this is with Method:New that you're experiencing this change, correct? - Justin

Hi industrialrobotix, Happy to see you've got it working now. - Justin

Since the new sign in process has been launched, does signing into a mobile device now bumped you off of the desktop session? This is the behavior I'm experiencing, which is inconvenient when I want to use mobile device for testing functionality.