Method Community

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, ...

I got it to work. I disabled the chome viewer and its downloading the pdf to my download list. Double click and i see it.  Works for me.  I tested the save and email button and my cusomer can read it every time.   I could make two buttons. One for downloading and the other to view.  Works for me. John M

Hi sbonner, Customizing a button to create a copy of an Invoice record is definitely possible. As Jamie alluded to, you'll want to take a look at actions for the Create Sales Order button on the QuickBooks_Estimate screen (you can find these by checking the actions for the Create Sales ...

I'll experiment with the closed orders and see if I can come up with a safe-for-the-books way to duplicate them.  Hopefully, that'll lead to a solution I can present to the boss, and if it's workable, I'll share it here.  To be perfectly honest, I'm surprised that a 'Copy this Order' option wasn't already ...