Method Community

Hi Dan, As is in Method there no way to move entries from the Existing Customer List to a Customer Contact List, you either have to manualy add the entries or you could do some customization and add a means to copy details from a Customer into a customer contact. -MIchael

HeatherQ- If you edit the Customer List screen you can add the LeadSource drop down to the screen. By default Method doesn't have any reports on lead source. Based on the kind of report you are loooking for you would need to link the LeadSource to the Invoice table based on Customer and then you can create a reports on the invoice table and ...

HI HeatherQ, Its not possible to add a screen within a screen, but you can display infomation from the leadsource table(screen) in the Additonal Info section of the Customer list or have the leadsource screen pop-up by clicking a button. What exactly are you trying to do and why, i may be able to point you in the right direction. -Michael

Hi Mark, Try performing a Full Sync in Method by opening the Sync Engine and going to Synchronize > Full Synchronization. Also try going Customize > Tables / Fields and click Edit Fields... for the Sales Order table and then Finished Editing Fields. -Michael

Hi Steven, There are a couple of ways to do it. You could retreive values from the screen for the case and assigned to and use that to create an action result with all the details and attach it as the body. For the To email address based on the assigned to you can pull that users email from the users table. -Michael

Michele- I just tested it myself to make sure I didn't point you in the wrong direction and it worked for me. After adding the linked field to the BillLineItem's table I just edited the grid for BillLineItem and changed the filters on the Item drop down field to only show items that have a PrefVendor that is equal to User - Employee / ...

Hi Steven, For email notification all you really need to do is add a Send Email action to your existing Cases screen. You could add it on the Save and Save & New buttons. You may also want to put some kind of flag in there to ensure you are only sending the email on the first save. Another alternative(Shouldn't need any customization) is ...

Hi Satish, The only place where Method transfers credit card data to QuickBooks is when it is added in the Customers payment info when editing a customer and it that case Method just passes it along and does not get a response about its validity or if it has sufficent funds. If you are actually looking to accept payments in Method and process ...

Boyd- Thanks for the info Steven- Can you to Customize > Users edit the users having this issue and ensure that for step 5 that you have atleast one role checked. -Michael  

Debbie, Another option is to take a look at the actions used on the Standard Invoice screen when selecting a customer and apply those same types of actions to the Job of drop down. -Michael