Method Community

Hi BLCPA, Make sure the Add Contacts... button on the Edit Customer screen is calling the Edit Contacts screen as a child of the current screen. I would recommend checking the actions wherever you're calling the pop-up from. You could also look at the stock screens to compare the actions and see where the issue might be. Hope this ...

Hi, Here is my table layout: (a) In my own table "ProductInfo", there are two fields "ProductUniqueID" (an unique field) and "ProductName".  (b) In "PurchaseOrderLine" table, a Linked field to ProductInfo.RecordID is inserted as a dropdown, and named as "AssociatedProduct". (c) In ...

Hi Marco, We're currently testing a fix for this issue. I'll keep you updated via this forum thread. - Justin

Thank you Justin

Hi GetRXd, 1) Go ahead and customize your New Opportunity screen. From the screen designer, click Edit on the "Save" button object in the Footer Buttons section at the bottom of the screen. Navigate to Step 2 of the wizard and you should see this: Actions 1-4 in this list are examples of screen-level ...

If I move a work order on the method calendar, from one user's method calendar to another user's calendar, then... about 140 copies of the work order end up on the google calendar.  This seems to be new in the last month of so. It has happened a couple times.  Does not seem to happen when moving things on one persons ...

Hi Kathy, We have a Help Center article on how to set up email with Microsoft Exchange Online located here. When you're ready for the IP addresses, send me an email by clicking the Contact button in the top-right corner of this message. I'll respond with a list of them. - Justin

Could you please provide instructions to set up my e-mail.  I use Office 365.  It was set up once but is gone now.  Would also appreciate instructions so e-mails look like they are coming from my and not method.   Thanks so much, Kathy

Hello Justin, I understand what you're saying, but don't know how to execute. Could you send me step by step instructions please? For #3 - we dont use sales order. Only Invoices! 

Thanks!