Method Community

Hello l.brandow,    I have been trying this out off and on.  I looked into the records I did create and it looks like the relationship between DocumentLibraryLink and the DocumentLibrary wasn't formed correctly.  I'm not sure how the records saved at all on second look.  It looked to me like a solution, but ...

Hi Laura, Apologies for getting back to you so late. I'm not seeing a "Notes" section on the right-hand side of the "Activities" screen. Can you tell me exactly where you're going and what you click to reach this note section and submit a note on an activity? Cheers, Naeem

While I'm at it... is it possible to edit the Employee Screen with more fields such as tracking whether or not they have their immunizations?  Again, I do not need this info to transfer or sync with Quickbooks.  Just need to track which of our staff have their immunizations up to date. Thank you! Meghan

Hey Greg, Thanks for the response. I'm not seeing an invoice (or any report) automatically added it to the DocumentLibrary table. I clicked on the print preview on the invoice screen. A report was generated with this ...

Thank you, Greg.  Does it help at all that I don't need the Birthdate to show up in Quickbooks?  I only need it for compliance issues with our summer camp. With this in mind, is there an easier way to do this?  Should I just make a new field called BirthdateCamper and put that on the EditCustomer screen? Thank you for your ...

Hello Meghan,       I was able to re-produce the problem.  The Entity table houses fields for many child tables, some being Contacts and Customers.  Hence, you already have the field on the table through inheritance.  Quickbooks doesn't allow you to have it on the screen and allow you to use it only with ...

Hello Sergio,       It looks like you are correct with the background colour not working when you have 'Show in Tabs' selected.     For your popup question, there are two commands you can use on buttons 'Show Message' and 'Conditional Warning'.  Show Message will give you a ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Reports Improved (#4709) - Lead Reports screen updated. (QBD) New (#4773) - Added Customer Reports screen. (QBD) New (#4791) - Added Activity Reports screen. (QBD) New ...

Hi My name is Laura. My company have been using CRM for nearly two months now and we are all a little confused in regards to how the 'Notes' section behaves in the Activities window. We have been logging customer updates in the right hand side of the 'Activities' page (when you go into the activity) under 'Notes.' ...

Adam,  This is the screen I am seeing when i try to customize. I am not the administrator and they said they have given me all access to customize screens, but this is still not working. Is there somewhere he should go or do? Customize screen Great! You want to customize - that's what Method's all about. But ...