Method Community

We had an employee who became a Method user for about a week: Now, she is no longer using Method, and I have another employee to take her place. But, rather than deleting the existing active account and creating a new one for the second employee, I just edited the user and replaced all the information with the new employee's info, ...

Related to my previous post regarding some sort of apparent bug with Customer Contacts, I now have two contacts marked as the primary 'Contact'. How do I fix this? Is there any way to fix it through the Method UI?

[quote user="JKM@SA"]How do I add an Invoice type?[/quote] To do this you would have to create a screen based on the table for ActivityInvoiceType.  From here you can add a grid to see what's in the table and add a few input boxes to allow entry of new records. ~C

Paul, You are most welcome. I'm very impressed with your software, company and responsiveness. We are converting from Salesforce.com and it's great to work with people that are so dedicated. Jerry

I looked into this further.... I exported my Contacts table and noticed a couple contacts that I was trying to add were pointing to the wrong Customer Entiy. I think there's a bug with my Contacts screen that makes it possible to  inadvertently "move" a Contact from one Entity to another, therefore making my Customer ...

Just found another Customer record that won't show up in search. I have not modified this record at all. In fact, this one doesn't even show up in my Customer table export...but if I try to add it as a new Customer, it says the name already exists. What's the deal with these "hidden" records? How am I supposed to work with ...

I have a customer that exists but for some reason after I added a contact to it, it quit showing up in search. I exported my Customer table and I see the record, but I can't search and find it within Method. Attempting to add the Customer again with the same name fails b/c it says it already exists. What do I have to do to get it back ...

Thanks Jerry! That made my Sunday. Paul

Hi Nancy - Thanks for providing that information. I've been looking into it, but so far coming up empty. Lots of other software developers complaining about similar issues of Gmail IMAP not working.....but the complaints seem to be old and Google appears to have resolved them. We are not seeing this in other situations so far, so I'm ...

WOW... this gadget is fantastic. Super easy to setup and use and access to all my client data right inside email. Thank you so much for building this.   Jerry www.stoneyard.com