Method Community

Stuart, You are treading on dangerous ground hijacking CRM tables for your reporting purposes.  not worth the $15month charge difference.

Hi CF_Pro, Based on what you've said, there are other ways to achieve what you want. If you simply only want your sales reps to be able to view and edit their own customers, you can do this using shared records. There was a blog post awhile back that goes over how to set this up. You can find it here: Sharing Customers, Activities and ...

Fran, Understood about the QB Tables and the Transaction Table being special. I have played some more and am really comfortable with the approach I outlined.   The only question is whether I have to move to Pro and the added monthly expense for just one table. I have spent some time looking at some of the tables I am not using (like ...

Stuart, I did not want to imply that you can not add fields to QB tables, you can... That is the beauty of Method, What goes to QB syncs, what does not stays in Method.. But the Transaction table is a special QB table.  it is different than the rest. And that is why I caution about mucking with it.  Your idea of a special table for ...

I need to customize the list lead grid list so it only links to edit leads when the logged in sales rep owns that lead. So I figured out how to create a condition on that goto link, that checks the rep initials against some other field on the screen, if that does not equal that it stops all other actions. The problem is I do not know how to ...

Fran ane Greg, First of all Happy New Year.  Secondly, thanks for all the feedback.  This has been really helpful. Today I think I have come up with a solution that I am going to try to implement.   I have done some simple proof of concept and it seems to work. Started by setting up a new table that has mutilpe simple text ...

Glad to hear it. Usually it's a one-off thing where Quickbooks interacts with our Sync engine badly and damages it. It's quite rare, so hopefully you won't have to deal with this again. Cheers, Naeem

Thanks, i just finished re-installing everything and my initial sync is working.  Odd how it just started hapening after the new year? its been working fine since June?

Hi Issam, What exactly should be clickable? A physical street address? Depending on what you need, there are some options available like hyperlinking or making an email clickable.  This just depends on what you actually want to show when the address is clicked. - Adam

Hello, On the add/edit Work Order screen, we have a text field that contains the job location and other comments. We send an email containing this information. The address(job location) in the email shows up as text. Is there a way we can convert it so that it can be recognized as an address on browsers or email apps? Thank you!