Method Community

Hi kenlyle, Sorry for the delayed response, I was under the weather yesterday -- but you are right! Unfortunately, because Phone, AltPhone etc. are all seperate fields, you would have to create a separate field for each of those as you mentioned. Naeem

Isnt there an easier way to do this. In quickbooks its as easy as a click of a button. I just dont want my employees to have access to quickbooks and I dont have access to it when im out in the field.

i guess i could have the tracking info added as a note to an invoice by the shipping person

In a perfect world what I would like to happen is this: 1. Sales Rep creates Sales order 2. Method Notifies Accountant (Creates activity to convert sales order to invoice) 3. Shipping is notified of a paid invoice. ( Creates activity for shipping to box bike and input shipping / tracking info into database which is linked to the invoice. ...

So I am trying to figure this one out... I am using Method to manage our students who attend educational classes (we run about 30 a week).  Each student can attend up to 3 classes a week of different types.  I need to be able to run a filtered list which shows me who and how many students are in each class. I was thinking that I ...

I have been adding a new section to an screen, it was working fine for the last couple weeks, but today went I open the screen to redesing it . the screen window is only 60% it does not allow me to max it, went I click on any field they dessapear from the screen, went I roll the screen down to the bottom , the left side where the tool are, do ...

email sent

I'll give you some precise details in the following scenario for creating new activities: I'm on the Edit Customer screen, and the tab header and information fields all reflect the same customer/account/entity. I can launch a new acvitity using the New Activity button that is unhidden when I go to the Activities tab, or from a ...

David, Just sent you an email with all PHP code for review, along with the account name. Any further questions, feel free to email me directly. Best, Charles

Hi Meghan, Do you have a table also named EventType? If so, I'd also regenerate that table as well. If this doesn't solve the issue, feel free to email me the Method account name and enable MethodSupport on the account. I can take a look and see what the issue might be. To enable MethodSupport, go to Customize > Users and make sure ...