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Hello Mahlon, I couldn't replicate it on my account, It seems to be working fine. This is what I did. I added a text object and assign some action to it. Then I copied it three times and changed the actions little bit. It still gave me save option and I was able to save the changes. I am not sure why it did not work on your end. I am using ...

Hello flyfisher,     There are two areas for this question.  One, assigning users to opportunities and lads.  Two, having people view records that are assigned to other users.  You should by default be able to see everyone's records.  You can keep users who leave Active until you transfer items over to a new ...

When creating a new activity in Method such as a New Appointment, why is the Contact info (example: Meeting for Name, Phone Number) putting this in the Event Title in the Google Calendar? If I create an event in Google this is the "what" not the "who" so why can't we have the contact's email address put in as ...

Hello Mahlon, Thanks for reporting the issue, we have created a ticket for this issue and I will update the post once the issue is resolved. -Inder

I reviewed the videos and have set up a custom report in Method Custom report designer.  It’s a report using a grid that shows the invoices.  In the report designer I can preview the data and even have it colored coded.  I have saved the report and named it New_Invoice.  I can not locate this report it in Method.  ...

I created new decimal columns and made sure they were set for 2 decimal places, added these to my existing screen and set those to 2 decimals then it worked as expected.   No consultants were used or injured in the creation of this solution.

Is this still a limitation? The gadget is available if I click on Sent mailbox and select the mail item that was sent, but it would be so much easier if the gadget appeared when replying to an email for outgoing mail.

If I do this and something goes wrong when I ran the actions, can I undo it or go back ?

Hello Mahlon, Thanks for reporting the issue. It seems like there is a bug in the condtional statements, I have tested it on my account and certainely it is missing Loop from the options in Conditional statements.  I have created a ticket for the same, and will let you know once the issue is resolved. -Inder

The following updates are now live for all Method users as of November 17, 2014.  The following updates are now live, as of Nov 17th. Feature Request: additional shipping fields for submitting to Authorize.NET. (Ticket 2129) Fix - Sync Time is 5-6 hours off of the local computer time. This is for QuickBooks Desktop, when viewed under ...