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My question/concern is the way data is entered and displayed on the the main customer/company/contact page. For instance, if I go to the customer edit tab to enter data and I enter the customer name on the left and then enter the contact name on the right, The "Contact" name appears on the top line of the company/customer/contact page ...

”February” version now available The following updates are available on the staging site, as of Feb 5th.  You can access the February version by clicking "Switch to the February Version" when you sign into Method. Performance improvement - In cases where generating a report takes a very long time a separate web ...

  Unless you have the wonderful problem of a phone that’s always ringing, as a small business owner, you rely on your website to pull in new leads.  This is especially true outside of business hours.  So how do you get your website to be a digital version of your top salespeople?   Avoid these 3 common mistakes and ...

Hi Francisco, Couple question: 1) When exactly do you get the error? Is it after you try and add an item? 2) Are you sure you haven't set the "Remaining Occupancy" field to "Unique"? Naeem

Hello Sandman,     I have looked into registration in Portals and how people register.  There is no Portal login table or checkbox that says they can log in.  It's all managed simply from the Contacts table.  I see you posted yesterday and Ben gave a suggestion to put the PortalUserName on the screen.  You ...

I have a customer that wants to deactive there portal. They do not want to have access to there account anymore online. How do I delete there Username and password?

Hi! I created a field in the Item table called "Remaining Occupancy" I need to calculate its data. Counting the the Sales Order Lines with this Item. The actions that I do is: LOOP through the GRID (Item's table grid) Retrieve value from table sales order line where the item_recordID = Value from Grid (RecordID) and if multiple ...

I love method integration for the ability to customize screens but there have been numerous occassions when I try to create a new screen with a function that won't work on a mobile screen.  Is there a list of functions that won't work on mobile screens?  I'd like to avoid hours of work only to find out that it will NEVER ...

Hey Lance, Method doesn't have a seperate SMTP gateway, you'll have to set-up an SMTP open relay on your exchange server in order for Method emails to go through. This is something I recommend you speak with your exchange server technicians about, there's usually a structured way to do this -- Microsoft Exchange, for instance, allows ...

Does Method have it's own SMTP gateway for connecting to an exchange email server?