Method Community

If you Edit a Contact and update or add a Title and Save Changes, the Title does not update in the Header of the View Contact screen until the page is refreshed. Needs some Screen Focus actions

First of all on the Back button of the View Contact screen, the Internal notes say Keep warm..., but the setting is Close and refresh. Here is the observed behavior... I needed to make a copy of the View Contact and Edit contact screens because of some customization (a few special fields) needed. These screens are redirected to the original ...

Session Expired. Please login.

Hi Mahlon, Unfortunately I don't have an ETA for this. Stay tuned to our Releases and Updates thread for more information as it becomes available. - Justin

Kerry, Could you login to Method:New for me? Once you've done that, change the URL of your web browser from http://yourcompanyaccount.method.me/[etc] to http://yourothercompanyaccount.method.me/[etc]. Let me know the result. - Justin

In Classic when I hover over my username, my only options are My Profile and Sign out of... Same in both my linked account and the new trial account. 

1) I'd be entering this information into the "new opportnities tab" from method.  2) Thanks! 3) So here's the situtation: we have a customer who orders thorugh a sales rep, that sales rep will put the customer's invoice into the customer account However, we also have the same customer order online. When orders get ...

Hi Kerry, Have you added them to the same MethodID? From within Method:Classic, hover over your username in the top-right corner of your browser and click Manage OpenID. If your other account does not appear in the list, click on Add Additional Login... and enter your login credentials for that account. This should link your ...

Hi GetRXd, 1) Are you entering this information directly in the grid on the Opportunity List screen, or within the Edit Opportunity screen? 2) You'll first have to add the field to the table by navigating to Customize > Tables / Fields in Method, clicking Edit Fields... for the Opportunity table in the list ...

I'm trying to get a new trial account to show up with my PartnerRetreat and current company account in Beta Switch Account. The new Admin user has the same Userid, email and password as my current company account. What am I missing? Kerry