Method Community

Hi wildlife, The reason your invoice template can't send through the activity screen is because the fields in the invoice don't correspond to the activity screen's mail merge fields. You can learn more about the mail merge here. The only fields you can plug in to the template are fields that are accessible in that screen -- in a ...

No it dosnt and I have activiated the method support user so you can log into the account to see whats going on. Company name is Wildliferemoval The only template that seams to work on the activity send email page is the method overdue ballance template.

Hi v.cameron,   For a discussion of supportsadd/seupports edit I'm gonna point you to an older foum post. http://method.me/cs/forums/t/3622.aspx Contacts do not exist in Quickbooks. Customers as you know are entities and do exist in QB. They are related via the entityref field of the contacts table. A customer can have many ...

Hi Adam, Thanks for your response. That's exactly what I did. I read through the help center and forums to see if there was a way to import the vcf file directly. As you stated and I found out, there's not so I saved the vcf files to my Outlook contacts folder. Then when I opened the contact file and clicked on the Add to Method button, I ...

Hi Scott, If you import the contact into your Outlook program, you can then add the contact to Method through the plug-in.  Unfortunately, there's no way to the .vcf file directly to Method. You'll first need to add the contact to Outlook, then add them to Method. Hope this helps, - Adam

Hi Lance, Sorry for the late reply. This is a known issue with the progress bar.  I recommend only importing 500 records at a time, as the progress bar and the import tool work best around that number.  In the future, if you can limit the import to 500 or less, you should see it run much smoother. - Adam

Thanks, Naeem! So there are 4 custom Yes/No fields on Entity, the IsSMS* fields. IsSMSPhone, IsSMSAltPhone, IsSMSMobile and the composite, IsSMSAny. Maybe I should just campaign for a new Action..."Logical OR", which takes a list of fields as input, and adjusts a target field with the result on any update to those fields. Is there an ...

Hello fellow Method users, I’m happy to announce that report screens are now live in your Method accounts! We have added report screens for Leads, Customers, Activities, Opportunities, and Cases for both QuickBook Online and QuickBook Desktop users of Method. The new screens have three options for reports Quick Report, Advanced, ...

Hi Ken, I've been tinkering with this on my end. The easiest approach I've had is to generate a SQL override for the Composite Flag field that takes the table with the isSMS field and use a SQL command to filter all the results that actually have SMS recorded inside it (maybe use NOT NULL?). The only other approach I can think of is ...

Ok, Now...in my Grids, I want to put a little Composite Flag to indicate that we do have at least one SMS number for that Customer or Contact. I see some SQL Overrides, but they are mostly just simple HTML to concatenate fields. How would I write "Show this checkbox as true if any of these 3 chackboxes is true for this entity"?  ...