Method Community

Hi Ragen, Apologies for the late reply.  We actually have a Lead Reports screen.  You can use this to get a report of your leads.  It can be found in Leads tab > Lead Reports.  Unfortunately, there isn't a filter for when the lead was created. You can however customize the screen to add that yourself. The screen ...

I am trying to use a grid that has a Detached Table to select a number of the grid items using a Loop thru Grid. It works fine for a grid that is for the screens table.  In the loop you can select items from the row. Unfortunately  I can not seem to figure out how to get the information from the grid when it is a detached table. Sure ...

Hi Method friends! Today, I'm continuing to answer commonly asked questions about the accounting software QuickBooks.  For those of you who are already using QuickBooks, feel free to leave your own tips and tricks below as a comment or connect with me on Twitter.   This is the second installment of our QuickBooks 101 blog ...

Hello Stuart,     I am able to reproduce the bug.  I am uncertain what is causing it, so I will have to do some more research.     In the meantime, we can bring the conversation off the forums.  I can start writing a ticket to put into developers and can contact you to create a case. - Greg

Hello, Very newbie here...Please can you help with why I am being asked to pick an application to open the Report designer application?  I have tried the download in Chrome and Safari and received the same error message with both browsers.  I have emptied my cache and restarted my MacBook. Thanks!

Hi Nancy, There certainly is. Please see this blog post: Sharing Customer, Activities and More in Method CRM. It gives a basic rundown on how to share records throughout the CRM. For the sales rep, it shouldn't change when you enter a sales receipt unless you tell it to. See below: By clicking Yes in the popup, it reassigns the rep ...

Mike, Give me some time to test out a few things. There should be a way to avoid using a nested loop. - Adam

That doesn't work. Same error. Do I need to loop through the grid and then loop through the customer table? Or just loop through the grid?

Hi Mike, May I suggest a different condition for your subaccount update? Could you not set the condition as (assuming this is the contacts table) "where parentFullName equals value from row FullName"?  Just include FullName field in the grid. You can then use that value to first update the parent, and then update the sub account by ...

I am using Quickbooks Desktop.  I put the credit card number in Method.  It does pull the cardholder name , street address, and zip fields after I select a payment gateway, but not the credit card number and expiration.