Method Community

pdirect- The new CRM should consist of the following.   Tabs: Activities Campaigns Cases Contacts Portal Customers Customize Employees Field Service Center Home Leads Lists Mobile Opportunities QuickBooks QuickBooks Home Solutions Vendor Leads Vendors Tab Groups: QuickBooks Mobile Users CRM Anything else is extra . -Michael  

Tracy, When you refer to "turn white" do you mean non-greyed out and enabled again? Method has an Enable/Diable Field/object action which greys out fields(Disables them). As far as changing color goes the only option at the moment would be if you are using a label and it would require updating the content of the label to have HTML to ...

samleung, What browser are you using? Do you have multiple instances of Method open in the same browser(Using multiple tabs)? At this point I am still not able to duplicate this issue. What we can do is consulting time(30mins at 62.50), you would be charged up front for the time but if it is indeed a Method bug and not just user error you will be ...

samleung- Lets try to simplify this and let me know if we are on the same page.   You have a button(Save) on the Bill screen and this button only has the Manager role checked. You have a user(John), John only has access to the Staff role. You have a user(Ralph), Ralph only has access to the Manager role. When you log in as ...

Also note, that if its a button with multiple events it will still display the addiotional actions but disable the user from actually using it (They will get an alert). -Michael

Hi samleung, I just tested it and it seems to work fine. -Michael  

Steven, The Method Team usually attend the following conferences annually: http://www.scalingnewheights.com/ http://www.sleeterconference.com/ *Note that these conferences are not for end users. It looks like you are a QXO user so you may want to conact them in regards to a QXO users conference. -Michael    

JamesQ, I am glad to hear that it works now but it should have some sort of Save button. If this issue still persits can you send me some screenshots of the screen. -Michael

Hi JamesQ, Is this a custom screen or the standard screen? If its a standard screen there should be a Save button at the bottom but it should save as soon as you pick a customer (There are actions on the customer drop down). If you are creating a custom screen then you will need to use the Save All Sections action to save the the Invoice as a ...

Tracy- Method only supports the Enter key. When customizing a screen under the screens Advanced settings there is an option to have Method call a button when Enter is pressed for example Save or Search.  -Michael