Method Community

That's good news.  Yeah, I've given up on that Chrome viewer before, and just used Firefox for awhile.  Sometimes eventually these things will fix themselves as updates come out.  There are settings down deep in Chrome for the adobe viewer, but I get tired of spending hours digging deep into a problem that will move as soon ...

Hey  Jeff, Just to add something special about QBCustom Fields.  They are always Text fields... Just need to be aware of this if you do any customization with these fields in Method.  Don't get me wrong. These fields sync fine between QB and Method.  Your question #4 asked about your ItemInventory screen.   ...

Drew,  The Google Gadget is awesome, it is so powerful and does allow you to do alot and I know it can be frustrating when what seems like like a logical process can't be done.  How about this ----  When you send out your proposal,get into the gadget and add the activity. This reords your reply. Then with the Gadget.... ...

I was updating my contacts from the retreat and trying to use the linkedin fields. I tried adding Barb but when I click the linked in link from the contact I get a message that the profile is not found. Had the same problem with Carrie. I tried Michael with no issues. I noted a different URL for Michael than the others. Michael ...

I have a field in my activity table call SchedDuration. Now that the calendar lets us resize the activity, I need to calculate my schedule duration. I tried doing this and I'm running into a few issues I made a copy of the calendar screen... First, I tried calculating the date difference using this action. This did not save the end ...

Hi Justin, Thank you so much for your instructions. We'll follow your advise and contact Support team if the problem persists. Best regards, Ivana

Justin, Thank you for the prompt reply.   The Method email capability is very rudimentary.  Seems a sound product strategy is to provide greater integration of the CRM with more robust email clients.  I assume that is exactly why you have the Gmail Gadget and Outlook Plugin. You indicated it isn’t possible to update ...

The Force screen refresh doesn't seem to be working today. This is in the Go To Screen action.

Switching calendar view from Week to Day view takes me to Sunday which is the beginning of the week, rather than to Today

Hi Drew, The Gadget is intended to extend the capabilities of Method, but not fully replace the CRM. Typically users would get the follow-up notification in their email, navigate to the activity in Method and send the follow-up email from there. I can see from your post that this isn't feasible for you, ...