Search results by user ID 4589

New Method User Group is going strong, our next meeting is February 26, 2013

AprilHooper — Sun, 24 Feb 2013 21:37:40 GMT

Are you a business owner who wants to learn how to use Method CRM or who wants to learn how to do light customization on you own? This is the group for you.

We will be using GoToMeeting to meet remotely from all over the country once a month. We will start out with a 30 minute presentation followed by questions and a group discussion. If there is a particular topic you would like covered, please let us know. Our next meeting is February 26, 2013 at 5:00 pm Pacific Time.

David Glantz is a Method Solution Provider who will be giving the demonstration this week. Then there will be three of us there to answer your Method questions. Jim Baker and I have been doing quite a bit of work with the Opportunity feature in Method and would be happy to demonstrate how it works to the group.

We have started a private LinkeIn Group called SBP Method CRM User Group to keep in touch and offer tips and tricks as we learn them. I will send you an invitation once you contact me.

We have asked MSP's (Method Solution Providers) not to join this group because they have their own user groups and we want you to know that you won’t be given a sales pitch. This is a place to learn.

For those of you who are interested in hiring an MSP, we will have guest MSP presenters each month so that you can get to know some of them. But, we will have guidelines against the selling of services within the group. Also, you will not be put on any mailing list other than reminders for the meetings.

There is no charge for joining this group.

April Hooper
April@SimplifiedBusinessPortals.com
310 313 2879

Re: Can't log in with Firefox18

AprilHooper — Mon, 11 Feb 2013 20:08:45 GMT

Thanks! Will do.

April

Re: Can't log in with Firefox18

AprilHooper — Sun, 10 Feb 2013 04:32:18 GMT

Dear Adam,

Thank you for your patience. You last responded to my post on 1/28/13 and I've finally taken a closer look at the problem. I originally had an issue more similar to Lucas's where I got a message after logging in. That quickly went away, but this problem remains.

It is happening on two accounts that I have sent you in an email. I've clicked the Active box for Method Support for both accounts: We get the following message on the New Opportunity(2) screen when clicking on the Clear/New, Delete and Save & New buttons:

"An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator."

It doesn't happen on the original New Opportunity screen. I created a new Clear button and added only the Clear Screen action, but it still happened. It happens in both Firefox and Google Chrome. I cleared the cache in Firefox and it didn't change anything.

Any insight you have would be greatly appreciated.

April Hooper

Re: Invalid Column Name

AprilHooper — Thu, 07 Feb 2013 08:15:43 GMT

Hi Matt,

I had the same message appear when I was referencing a linked field in an Insert Record into Table action and also the Update Field in Table action. I was able to fix it by identifying the field on the table by Record ID # instead of Text.

Your situation may not be the same as mine, but I hope this helps.

April Hooper

Re: Can't log in with Firefox18

AprilHooper — Fri, 01 Feb 2013 15:44:20 GMT

Hi Adam,

I think it must be an update thing, but I've been so busy with a project that I haven't had time to check. I cleared the cache and it's still happening, but only from the Save&New button, so it may something we've written into the button. I'm going to see if it fixes itself the next time Java or Adobe update. If not, I can pick it apart next week and I'll let you know. Thanks for following up!

April

Re: Can't log in with Firefox18

AprilHooper — Thu, 31 Jan 2013 06:23:34 GMT

Hi Adam,

I was using Firefox tonight adding a record to a customized Edit Opportunity screen and when I clicked on Save&New, this is the message that came up:

An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator.

This has been happening quite a bit in both Firefox and Chrome, but it doesn't stop the records from being saved.

Thanks,

April

Re: Can't log in with Firefox18

AprilHooper — Mon, 28 Jan 2013 06:47:22 GMT

I was with the client today when the same message popped up in google Chrome. We were still able to work, but the message popped up several times.

Re: Can't log in with Firefox18

AprilHooper — Sun, 27 Jan 2013 05:43:31 GMT

I usually use Firefox too, but had a message pop up on my screen that there was an issue with the browser so I moved to Chrome for the day. Mine is version 18.0.1.

Chrome seems to be working fine.

Hope this helps.

Re: New Method User Group starting for Non-MSPs in January 2013

AprilHooper — Mon, 14 Jan 2013 15:42:49 GMT

Hi Sandy,

Thank you so much for your post. I've replied to you offline about another new group that is for MSPs. There has been a bit of confusion because I have been posting about both

To clarify for everyone, this group is for Non-MSPs, which means business owners who are using Method solely for their own business. If you are interested, please contact me and let me know if you would prefer to meet on January 22 or 29.

There are another set of groups that are for MSPs that are going extraordinarily well. Fran Reed and I host the first that we named with our tongues-in-cheek: Not-So-West-Coast Method Group, because it was an offshoot of a West Coast group. From that sprang a group hosted by Eileen Sass and Steve Blaustein called (say it with me...) the Not-So-East-Coast Method Group. Each group filled up to 10 members right away and now we are starting a third group to be named later. Carol Oliver and David Gutierrez will be hosting that group. I believe they are already full and they haven't had their first meeting yet, but they can put names on the waiting list. So, if you are an MSP and are interested in joining a networking group, contact Carol or David and ask to be put on the waiting list.

The common thread of both types of groups are that there are no fees. They are solely for education and networking. The MSPs have really come together as groups and created some strong business relationships. Our vision for the Non-MSP group is to emphasize education and answering user's questions in a way that compliments the other resources provided by Method Integration.

I hope this helps untangle any confusion. Please feel free to contact me if you are not sure which group would be better for you.

April Hooper

Simplified Business Portals, LLC

New Method User Group starting for Non-MSPs in January 2013

AprilHooper — Sat, 12 Jan 2013 21:05:24 GMT

New Method User Group starting for Non-MSPs in January 2013

James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups and we want you to know that you won’t be given a sales pitch. This is a place to learn.

For those of you who are interested in hiring an MSP, we will have guest MSP presenters each month so that you can get to know some of them. But, we will have guidelines against the selling of services within the group.

This group is best for business owners who want to learn how to use Method and for users who want to learn how to do light customization on their own.

We will be using GoToMeeting to meet remotely from all over the country. We will start out with a 30 minute presentation followed by questions and a group discussion. If there is a particular topic you would like covered, please let us know. For example, we can demonstrate how to change the logo and colors in a Method account - or - we can show how to set up a trial account and sync it with a QuickBooks file.

What time would you prefer? For our first meeting, we can meet on Tuesday, 1/22/13 at 3:00 pm Pacific Time or Tuesday 1/29/13 at 7:00 am Pacific Time.

We also started a new private LinkedIn Group and will be inviting those of you who respond soon. If you are interested, please let me know.

There is no charge for joining this group.

April Hooper
April@SimplifiedBusinessPortals.com
310 313 2879

Search results by user ID 4589

﻿New Method User Group is going strong, our next meeting is February 26, 2013 ﻿

Re: Can't log in with Firefox18

Re: Can't log in with Firefox18

Re: Invalid Column Name

Re: Can't log in with Firefox18

Re: Can't log in with Firefox18

Re: Can't log in with Firefox18

Re: Can't log in with Firefox18

Re: New Method User Group starting for Non-MSPs in January 2013

New Method User Group starting for Non-MSPs in January 2013﻿

New Method User Group is going strong, our next meeting is February 26, 2013

New Method User Group starting for Non-MSPs in January 2013