Method Community

Hi Mallia, The Report Designer application is a Windows application and must be run in a Windows environment to work. It will not run in a Mac environment. You can use a virtual machine program like Parallels that will run a Windows environment on a Mac and run it from there. Unfortunately, the Report Designer is only available for Windows. - ...

Will you test this on your end? It is not working on my end. If you could let me know the results of your test, and what steps you took during your test, that would be great. Thanks. It seems like no other consultants or users out there have had a succesfful go at this since you are the only responder. 

Hi Lance, I was actually mistaken. You can do refunds and voids through the Credit Card Processing action. Also be aware that you will need to buid custom screens for this and like also put in actions to create the credit memo that woud apply to the refund or void. If you would like help with this, we have consulting options available to ...

Hi Lance, Apologies for the late reply. This got missed somehow.  I don't believe this is possible with the Credit Card Processing action. As I understand it, this action merely sends the payment data to the merchant and we either get a success or failure response. I don't think anything is coded for refunds. - Adam

Hi Ragen, Apologies for the late reply.  We actually have a Lead Reports screen.  You can use this to get a report of your leads.  It can be found in Leads tab > Lead Reports.  Unfortunately, there isn't a filter for when the lead was created. You can however customize the screen to add that yourself. The screen ...

I am trying to use a grid that has a Detached Table to select a number of the grid items using a Loop thru Grid. It works fine for a grid that is for the screens table.  In the loop you can select items from the row. Unfortunately  I can not seem to figure out how to get the information from the grid when it is a detached table. Sure ...

Hi Method friends! Today, I'm continuing to answer commonly asked questions about the accounting software QuickBooks.  For those of you who are already using QuickBooks, feel free to leave your own tips and tricks below as a comment or connect with me on Twitter.   This is the second installment of our QuickBooks 101 blog ...

Hello Stuart,     I am able to reproduce the bug.  I am uncertain what is causing it, so I will have to do some more research.     In the meantime, we can bring the conversation off the forums.  I can start writing a ticket to put into developers and can contact you to create a case. - Greg

Hello, Very newbie here...Please can you help with why I am being asked to pick an application to open the Report designer application?  I have tried the download in Chrome and Safari and received the same error message with both browsers.  I have emptied my cache and restarted my MacBook. Thanks!

Hi Nancy, There certainly is. Please see this blog post: Sharing Customer, Activities and More in Method CRM. It gives a basic rundown on how to share records throughout the CRM. For the sales rep, it shouldn't change when you enter a sales receipt unless you tell it to. See below: By clicking Yes in the popup, it reassigns the rep ...