Method Community

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 ...

Hey Aaron, The team I was on had a lot of the same questions and issues. Keep in mind that the schema is largely the schema from Quickbooks, not something that the Method guys created to be cruel. There are some online resources from Quickbooks related companies : http://doc.qodbc.com/qodbc/Qodbc_20_us.html  Along those lines, if you ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Reason List Fixed (#1009) - Addressed issue of duplicate button rows when the screen is a popup. (QBD)(QBO) New Activity Fixed (#933) - Addressed contacts phone not ...

Hello,     The developers are working hard putting the final touches on the public beta.  it is not available as of yet, but it should be out soon.  Once it is, I know Paul will update everyone. - Greg

Hi, Thank you for the reply. It's very helpful and all is clear. Still, in my case I need few checkboxes let's say customer, product,country etc... It seems that I have to set all possible combinations between these checkboxes as filters and then for each checkbox set the logic which filter to be shown using conditinal statements(Is ...