Method Community

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!

Hi Krp, We've seen this problem before. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first and second solutions to see if they work, if not then you'll need to go through solution ...

Hello sjk,       There is no way of converting a Customer to a Lead.  Once they are customers, they are in QuickBooks.  You will have to delete the customer in QuickBooks and Method and re-input them as Leads.       The easiest way is to export the customers who are to be leads and then ...

Hey James, Thanks for letting me know, and apologies for the delayed response, we were closed for the New Years. I have tried to replicate this issue, but have been unable to. I haven't seen this issue produced by others either. Let's get on a support call so that we can debug this personally on your account. I wasn't able to figure ...

Thanks fran for posting.  You have given some good advice and guidance. I'm still working on being fluent in the Report Designer. Just to re-iterate, Report Designer does need the fields to be on the table that the report is pointing to, to get the information.  There is a 'Retrieve Value from Table' action that can use ...