Method Community

Hi Steve, Thanks for the question! In order to answer this I need a little bit more info -- is this a filtering dropdown, or an information drop down? in other words, is it a drop down attached to an active record (so it's a piece of information attached to a record)? Or is it something you use to filter (i.e see all records after 2014)? ...

Hi sjk, There is actually a field in the Customer(lead) table labelled CreatedDate, this date is populated when you enter a new lead into Method and I believe this is what you are looking for.  By default this field isn't available on the Edit/New Leads screen, however this field could be added to either of these screens ...

We had a customization done where we had a drop down menu for each year (2012, 2013, 2014, etc). This menu is called the classification year. We are in the publishing business and are always working ahead and need to see our clients commitment levels down the road. In late 2013 i'd manually shift this classification to 2014. It would stay set ...

Help.  I have some reports where some fields have stopped printing.  For example I have some custom detail fields on our Estimates from the Estimate Line that used to print but starting a few months back quit showing up on the reports. I remember there was a problem at one time with the Text field of the properties of the Label in ...

The Next Activity is not updating on my Customer Screen.  I checked the Activity types and they seem to be linked to the appropriate status.  But it is still not updating.  Could it be that I created a custom customer screen?  If so, how do I correct, if not, what other possibilites are there?

Is there a way to see the exact date a lead was entered into Method? Is there a way to see when those leads moved to customers and when those customers moved up levels in the pipeline? I"m looking for some way Method generates a report on this?

Hello Marcelo,       I just need some clarification on the Activity Assigned To field.  Each activity has someone assigned to them and is seen in the 'Detail' column.  You can change the display in the Screen Designer by clicking edit on the Activity grid, going to Step 2 and changing the SQL that is ...

The fall release of the new, redesigned QuickBooks Online (QBO) was exciting for all of us that use it. For Cloud Consultancy, it also meant it was time for us to get to work creating a version of AERO Workflow Manager that could take advantage of the update. We’re happy to tell you that AERO for QBO is ready for download as the first ...

Hi Marcelo, Sorry for the late reply.  The reason there are two places to enter a start and end date are due to the differences between creating the series and the individual occurrences. When you first create the work order, the Ddue date start and end dates are in reference to the original occurrence, as if it was a one time occurrence. ...

Hi, Sorry for the late reply. I've tested this out and the stock Estimate and Invoice screens will pull the information that is stored in Method as ShipAddress fields in the Customer table. Can you confirm that these fields are populated in Method?  You can do this by clicking GoTo for the Job of the customer and confirming the ...