Method Community

We've been using customized ContactsPortal screens for quite a while and things work fine. Yesterday I added a new field to my ContactsPortal_Transactions screen and also made an edit to the text on an existing button object.  The change isn't being reflected when logging into the portal. I've tested and tested and no ...

I just attempted it again and am now able to login with both contact email addresses. Your suggestion was how I verified there were no duplicate email address in my last post.  Strange, but it seems to be working now.

There are no duplicates email addresses for this particular customer. I even exported the contact table to verify this. I was able to login with the 1st contact's email after making the 2nd contact - Opt Out of Billing = YES. 

This issue has never been a problem before, so hoping you can provide some insight. CompanyA has 3 contacts listed: john@companya.com (main contact, opt out of billing = no) jane@companya.com (opt out of billing = no) mike@companya.com (opt out of billing = yes) I sent an invoice containing a link to our portal (from ...

I read the below announcement about adding an app to sync Method & Constant Contact. We have the full blown edition, but app is not listed in the library.  Has it been discontinued, and if so, is there an app that provides the same ...

I created a custom screen that contains just a grid, attached to the time tracking table and allows edits to be made directly in the grid, as well as adding new records. I have actions in place to update fields when/if certain changes are made and there are also Delete and Save link fields in the grid. Most edits are working fine and ...

Thank you, that helps. To clarify then, users that are added without sign on access and linked to a vendor won't be charged as a license? Also, I just realized the yes/no vendor field I was referring to is a custom field that was added by another user.

Hello, What was Method's intention when adding the Vendor yes/no field, Timekeeper? Does it have a purpose in any existing processes? What I'd like to do is be able to assign a vendor who is a timekeeper, a task/activity. Currently, only users can have activities assigned, but I don't want them to log in or have to pay ...

I solved my problem. I just needed to use the existing BudgetID dropdown field, chosing the columns I wanted displayed instead of adding a new drop down object. It's all working great now. 

Hello, I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.  My goal is to be able to link/relate a time entry and/or an activity to a project from the subject screens (Activity/Time ...