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Hi Kevin, You'll want to customize the screen you'd like to print the report from, then add a button to the screen. Clicking Edit on the button object should result in its Properties popping up. Click Next to navigate to Step 2 of the Properties and you should be able to select the Generate Report action from the ...

Hello everyone, This issue should be resolved. Please see here for further details and additional troubleshooting tips. If you are still having issues, please give our support line a call at 1.888.925.6238 x2. Thanks again for your patience in dealing with this issue. I hope this helps. -Audisho

Last night we deployed another release that we believe fixes the issues for Google Gadget and calendar sync. Thus far we haven’t seen any additional errors come through. However, if you are still experiencing issues, please follow the steps below to reconnect your Google ID. Sign into signin.method.me with your email address and ...

Hi Marco, Take a look at the Go To Tablink action on whichever action set your referencing (Select..., for example). You'll want to make sure that the tablink referenced here is valid and has a screen associated with it under Customize > Tabs. Hope this helps. - Justin

Hi Beth, Before Single Sign-In, we were allowing multiple sessions to be logged in to Method:New as the same user. This is now no longer the case. Can you confirm that your customer is not logging in to Method as the same user as someone else? - Justin

Hi Justin, I did design the report in Report Designer.  It was a brand new report from scratch and I used the Invoice Table to pull most of the fields I needed.  I went into the "Generate Report action" link you provided and I simply cannot find an "Action" Drop down list as referenced in the help article.  ...

Hi Blake, This should now be resolved. Let us know if you're still experiencing issues. - Justin

Hi Jonathan, I've created a support case for a member of the team to reach out and take a look at this issue with you. - Justin

Hi Justin, Sorry if the information was not compelete enough. But here is the answer, 1. Our Reps receive the order manually from client, then input client's credential as leads. Inside the leads there is a button to give notification to finance so they could verify and confirm the customer creation plus create an invoice to be printed ...

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,