Method Community

Tickets open, still no luck so far.  Hoping this is some issue that the community can benefit from when resolved and not that the integrations aren't working.

Hi NickZeik, If you want to accomplish this, you can do so by making the grid editable. Go to the Grid Wizard for the grid you want to edit by clicking Edit on the top right of the grid object when customizing the screen. Go to Step 5 of 9 in the grid wizard that pops up and select the radio button to the left of Editing takes ...

Has anyone else gotten through these hurdles without giving up?  We love the Method CRM but we can't get particularly the critical document feature that was advertised to come close to the promised functionality.   SMS texting of reminders has not worked, does not work, nobody knows why. SmartVault integration has been a total ...

How do I use a copied screen in place of a default screen? I have already copied the screen I wanted to replace and edited the copy. How do I get Method to use the copied screen instead of the default screen?  Specifically, I am trying to add my quickbooks custom fields into the screens for adding a New Customer and Edititng or Viewing an ...

Hi Chris, I just tried it again and I'm still getting the same error.

HI. Apologies for the delay in responding to you.  Can you try again and see if the issue is still occuring?  Thanks Chris 

On the Estimate and Invoice pages, the invoice/Estimate line table grid displays line breaks from QB in the Desc field. However when I try to create a similar grid in a custom page, the text runs together and the line returns are ignored in a field I link to the Desc field. Is there a setting I'm missing to preserve the orignal formatiing?

I am getting the following error using MethodAPICreateMethodAccountV3: "Error: Object reference not set to an instance of an object." This is on a sign-up form that worked fine for months. Can someone please shed some light on what this means.

Hi Fran, Can you provide a screen shot of the error? I'm not sure if I've seen that particular one before. A couple of things to try. First, log in and out of Method. What I mean by this is to actually go to the top right of the screen and select "Sign out". This will clear the cookie and set a new one the next time you log ...

Hi Scott, The error you are seeing is usually due to the actual entity record getting archived for some reason. Are these entities appearing as conflicts? Did you attempt to delete the entity? You can find out if they are conflicts by looking up the EntityRecordID. To find it, click the gear icon on the Customer and Contacts ...