Method Community

[quote user="MikeB"]The initial load for the 4th doesn't initially work, but then works when I select a rep ID.[/quote] The only workaround I can think of is to use an Enter Value Into Field On Screen action (if the user is the manager) to change the drop down to a sales rep that doesn't have this problem.  Then call ...

[quote user="MikeB"]Hmm...I'm close...[/quote] There's an action to refresh the charts, try adding a refresh chart action for the last chart onLoad and see if that doesn't help. ~C

[quote user="MikeB"]I can try to add the manager's sales repID to the 1-row dropdown reference table and see what happens.[/quote] I just thought of once place you could adjust that might prevent the error message.  Under Customize > Users click edit on the manager's login look for the Link to Employee/Vendor/OtherName ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contact Portal - Home Fixed (#3512) - alignment for address fields were off. (QBD & QBO) Cheers, Danny

[quote user="MLDV"]When I open the pop-up for this particular Lead, the Parent Company displays for about a second and then disappears.[/quote] There was a bug identified here but it has since been fixed in the July release of Method. ~C

[quote user="l.brandow"]For some reason, however, the data gets cut off.[/quote] This sounds like a limitation in the report designer - I know there is a limit to the amount of data it will pull in for the print preview window (100-200 rows I think) so you're probably running into a similar limitation. ~C

[quote user="MikeB"]Any suggestions offhand as to how this could happen?[/quote] I'm not sure how this started happening but you could build a quick workaround by giving the manager a sales rep ID.  Alternatively you could adjust the OnScreenLoad actions to build in a loop checking for the logging in user, if this user is the ...

This question came in via email from Mark... [quote user="Mark"]Can you tell me where I can change the drop down selections for new cases>type and new cases> reason?[/quote] You can find the options to change on the Cases > New Case screen under the add additional info checkbox.  Beside the dropdowns for Type and ...

Hi Rob, Thanks for your feedback - I'll try to address everything in my reply... First up let me say that Method is the most customizable CRM on the market today.  We provide you with a CRM template and the ability to customize it to fit your needs along with robust QuickBooks support.   [quote user="robjgriffin"]While ...

[quote user="kvera"]Do you know if this could be an issue since I am on the trial period of Method?[/quote] Definitely not.  To follow up on Danny's post I think you need to preform a sync to see the data you're missing.  On the Sales Rep screen, the Name field should show you a list of the all the people who you can ...