Method Community

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 ...

We're a growing ($1M- 8 employee), highly-rated landscape design & installation company in San Diego County. Wondering about success stories from similar comnpanies whoare running with Method. We currently run our Estimating from QB Online. How has adopting/using Method improved your lead processing time (from lead to completed ...

I just find out  that in order to be able to change the color for a section.the section can not be set in tabs under the advance edit. The color work fine if the section run under each other, but the color do not work if the section is divide in tabs. Also how can I set a call for action for a pop up window to open up and  advice me to ...

Dave,  It’s working! Hugely appreciated. I can only imagine the amount of work that went into tracking this down. Thank you. Best Regards, Charles