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  • Re: Corrupted User

    Hi Audisho, So what I need to do to regenerate a table is to open customize, tables and in this case the user table and click Finished Editing? I'm having a problem where a particular user is not being able to see the Sales Order list grid beside the Sales Order form. Could that be the same issue? I already went over all the basics that ...
    Posted to Method Beta General Q & A (Forum) by Marco on 06-01-2015
  • Re: Transitioning from QB desktop to Online, what to move?

    Thank you Audisho! I appreciate your help:) We are a small company and the problem is that I am the IT person who handles setting these things up so I know a little about how QB and Method work but not enough to know everything that would be needed and not automatically propogated to CRM. The salespeople that use CRM do not have access to ...
  • Re: Phone fields

    Yes, the error displays when attempting to access a customer record - edit.  -These new fields were created on the screen and in the table.  The new customer table field names added are Phone 1, phone 2, and phone 3 with no required fields.   -On the screen the names are Phone (o), Phone (c), Phone (h).  Data was ...
    Posted to Method:Classic General Q&A (Forum) by keita on 03-28-2013
  • Re: Importing Leads

      Hey Dale, The field your missing is the "Name" field. When you use this application you need to make sure you include all required fields. On this table your required to have the "Name" field. To see what fields are required go to the tables screen and open the table. You can see the checkmark for required. Try ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-05-2009
  • Method Updates - October 26th, 2021

    The following updates are now live for users of Method Fixes Tables & Fields - Fixes issue where users with customizer access could not access the system page. (PL-34386) Tables & Fields - Updated the export function to download only the filtered list instead of the entire tables or fields list. (PL-34285) Tables & Fields - ...
    Posted to Release Notes (Weblog) by Method_Jason on 10-26-2021
  • Method Updates - Dec 3, 2015

    The following updates are now live for users of Method.  You may have noticed a fresh new design upon logging into Method.  In addition to the new design, here is a detailed list of functional changes - Left Navigation Menu Removed: Manage Apps Now available via app dashboard tiles (See Dashboard ...
    Posted to Release Notes (Weblog) by Method_Jonathan on 12-03-2015
  • Beta pricing: Dollars and cents

    So what’s the most common question I receive about Method? Sitting at the top of the list would be – What is Method? The second most common question is - How much is it going to cost? We are very excited to say that we have finalized pricing for our beta users.    We will also be grandfathering these prices for all beta users who are ...
    Posted to Blog (Weblog) by Anonymous on 07-24-2008
  • Re: Errors left and Right on Custom Screens / Tables

    I have attempted placing a "Save Section" action in various places before and after different places with no positive changes. Do you have any other recommendations?
    Posted to Method:Classic General Q&A (Forum) by akoumjian on 01-24-2011
  • Re: Problems with Dropdown fields

    Thanks for the update Andy. Very strange case, I'm not sure what causes it. I was able to replicate similar behaviour but it stopped after I regenerated the Purchase Order and Activity tables, in that order. In any case, let us know if it returns to see if we can determine exactly what is triggering it. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-17-2013
  • Re: Contact name different than Entity name

    MikeH, After some further testing, I have pin-pointed the issue here, however this is not a bug in Method.  For your test example with the numbers, you are entering in values > 41 characters in length, the issue is that the Contacts field in the Customer table can only hold values <=41 characters.  You can confirm this ...
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