Method Community

Hi All, We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions.  The problem I am running into concerns being able to see the opportunities list from the older employees and transferring those leads to the new employees.  Even though I have set my ...

I just accessed Method Beta for the first time. One thing I notice right away is that I can't see Opportunities listed anywhere. I see Contacts, Estimates, etc...Am I missing something?

If I click the share (portal link) button on the view contact screen and the email address for the contact is already setup as a Method user the link does not seem to work. It always goes to the Method sign in screen with the session expired error.

Thanks for the Confirmation. I am not sure why you get the error while replying to the post. I have moved that post to the Fixed & Resolved issue section and also send you a email notification for that. Please try again and let me know if you still have issue in replying.

You are welcome!

No, it seems to have cleared up

Is it still happening on your account?

Hello Mahlon, Thanks for reporting the issue. I have tested it on my account and it is giving the same error. I have created a ticket for the same, and will let you know once the issue is resolved. -Inder

Hello Marcelo,    You can do it.  First, you need a have a screen that displays all the records you want to update in a grid.  For my example I chose Invoices.  Next, create a button that will have actions that will update the sort order field for the records in the grid.     Here is an explanation of the ...

Hello Mahlon, Here's my answer. The icon with green tick means that the post is answered, this icon generally appears when the person who is replying to the post mark it as answer. So when someone reply to any post on the forums and they think it is the final solution to a problem and no futher actions required they can mark ...