Method Community

Do you have a list of tabs and tab groups that need to be removed when switching to the new Method version? I want to remove all the tabs and tab groups for the old CRM version (not full blown).   

After updating to the latest version of Method, we have a problem with email addresses not auto-populating in the activity window when we check the "send an email" checkbox.  Here is how to duplicate the issue. 1. Create an appointment in Outlook and use the "add to method" button. 2. Associate the ...

Our average sales rep doesn't have access to a QB role. We instead had to add a products tab to the CRM role. But something like this should be standard to the CRM role if you consider other CRM applications.

In the new upgrade of CRM, I can't find products anywhere. Often our reps would look up products to see if they were in stock before ordering for a customer.  Again, products and inventory should be a staple of any CRM system. 

 [quote user="pdirect"] That's great news, thanks!  And for some reason the blog post you link to is cut off in the middle of it. [/quote] It shows up in full in Chrome, but not IE9. 

That's great news, thanks!  And for some reason the blog post you link to is cut off in the middle of it.

Some info is there, but when we look at transactions for a customer, all of the amounts show zero and we can't "zoom" into the transactions to see more info. 

Yes you can login and I enabled your user . . . although you have had problems logging into our account in the past.

I would send a screenshot but your forum doesn't allow for uploading images unless I upload it to my site and send a link which is kind of time-consuming.  And this happens on the desktop version as well as android and windows phone and iPhone.  So it's the same on all devices.  Just lines show up that usually separate the ...

Since upgrading to the most recent version of Method, the mobile screens are not working correctly.  We can see a list of customers, but when we click on a customer, there is not data displayed . . . only lines.  It is the same for all of the mobile tabs as well . . . lists, but no details.