Method Community

Hi Adrian, You can easily update the Opportunity related to each Activity by exporting your Activity table and change your Opportunity number, from the Opportunity Column to the correct one.  When all of your records have been updated, just import this saved file back to your Activity table, and ...

Hi David, You can actually sync in some QuickBooks reports into Method, including the Open Purchase Orders report. We have a screen under the QuickBooks tab that allows you to import/sync over your scheduled reports from QuickBooks.  These are standard QuickBooks reports that you can setup to sync over into Method at specific time periods. ...

Jason, one final query. My transactions are listed under the detail section of the report (using the detail report the report doesn't display correctly). Can this be filtered in any way? I don’t want to include invoice line items. Thanks.

Hi, We have a number of activites linked to the wrong oppurtunites, how do we change the oppurtunity to which the activity is asigned.This appers to be an issue with the activity linking to the worng oppurtunity once it has been created.  Any help will be greatly appriciated Adrian

I would like to create a report that would mimic the "OPEN PURCHASE ORDER" report in Quickbooks.  I would like this report to contain these fields:  Order Date, Vendor Name, PO #, Amount, FOB, Ship Via, Due Date, and Buyer (which is a custom field).  I have only modified existing reports, I have not created a report from ...

I want to add 6 custom fields to the vendor screen some of which will be free text and some of which will be drop down lists.  Can you walk me through all of the steps I need to take to accomplish this? For example I want to add a field called "Supplier Classification" to the vendor tab so that every time I create a new vendor or ...

Hi dePIXion, Yes....as long as the multitienant user has api access granted, they should be able to do everything a non-multitenant user with api access does. Dave

Does the Method API  support Multi-Tenancy accounts?

Hi grdmunoz, You could use a Basic Math Calculation action within your loop that will update your DisplayLine field and add one to each selected record. There are a bunch of options depending on what you're trying to do, but below I set up an action set that updates my custom PlusOneNumber field. It ...

Hi Scottaskinosie, You are partially correct here, the issue is each of the screens you mentioned are based off different tables.  The CustomerList screen is based off the Contacts table, however the EditCustomer Screen is actually based off the Customer Table.  That being said, both tables have a "Notes" field, but there is ...