Method Community

Hi - how do I set permission on a screen level.  For example, if I have 5 screens in the customer tab (A, B, C, D, E ) and I want users in Role 1 to be able to see only screens A, B, C and users who are role 2 to see only screens D, E - how would I accomplish that? Thanks

Hi - I recently came back from a trade show where I scanned data from hundreds of attendees that included both new prospects (leads) and existing customers.  So some of these scanned contacts already exist in my method database and some do not.  At the trade show these people request us to send them information / samples or request a ...

Hi - we're moving from ACT! to method and Im trying to figure out how to create letters that we print out and send to our customers.  We have a bunch of form letters that we currently send out at various times (e.g. catalog requests, random samples, etc).  I can't figure out how to generate a letter in method that would insert ...

I understand the difference between a customer and a contact - but in trying to implement Method Im running into a problem.  Here is the scenario.  Customer Acme Manufacturing has 50+ contacts in offices around the country.  Each contact is stored in Method as a contact under the customer Acme Manufacturing.  The main contact ...

Thanks I've tried it on two different computers on two different networks using chrome and firefox.  Same result every time.  

Getting the following error whenever I do anything that requires a "write to" operation within method.  E.g. add contact, create activity, etc Here is a link to the screen shot Thanks in advance Dave