Method Community

EDIT: I've found that when I go to the Opportunities tab and make an edit to the existing opportunity, then that opportunity will show up in the Opp. dropdown object on the Activity screen.   Not really an efficient way to operate though....

Hi Justin, I can't add app ribbon items for the Receive Payment or Invoice apps because they are Method created apps.

Hi Kenneth, We're still in Beta with Method:New, so it doesn't have all the features that Method:Classic does. We're working hard to build these features so that we can all use Method:New every day. If you'd like, you can build custom apps in the meantime to perform tasks that you normally would ...

Hello, In my create new activity screen (or edit activity) I have a dropdown object that lists all the Opportunities associated with that Contact.  Using the dropdown field, a user can select the Opportunity by Opportunity name and click an "edit" button to edit the Opportunity in a pop up screen or simply create a new ...

Hi thesolarguys & John M, We've pushed a fix for this issue to our servers, it should take effect shortly. - Justin

Greetings, I am having the exact same issue.  But I am using classic method system.   Thanks, John M

Hi Abbie, The way this action works is that it calls the list of actions for an Object_Event pair that already exists. For example, the Save & New button references the action set on the Save button. After creating the Save button, we can call the actions for its Save_Click event by referencing it in ...

We have been having a problem all day today with changing the customer name on the FieldService_AddEditWorkOrder(BETA2). WHen we switch the customer name to another custoemr in the drop down and click save all the other fields save however the customer name on the work order always reverts back to the orginal. Our account anem ...

For anyone else following this thread, We discussed this on the phone while looking into another issue. The actions were working as expected on the New Customer screen the changes had been made to. Unfortunately, it looks as though the Estimates and Invoices screens are calling a different version of the New Customer ...

I don't want to create a new field so can someone please walk me through the steps of putting the website field onto the entity table so that it can flow through lead and customer. it seems like it makes more sense to be on the company instead of the individual. I tried to add a "linked field" but i don't see anything that ...