Method Community

Yes, documents are attached to certain activities. Exporting them without those fields results in good data, but I think that it's messing up updating all activities when I retrieve values from that table.

Jpauletti, I came up with a idea becasue I am having the same issue. Look in the method forum under digital signature idea. Take care, John M

Hi, What is the best way to capture muliple locations in the leads area of Method. For example, if I have a chain of stores - two or three stores I have been entering them as separate records but it would be good to be able to link them. For instance when you have multiple contacts for one records it links all the contacts. Thanks,

Greetings everyone. Been looking for a idea to capture a signature while out in the field.  Not alot things are out there but i did come up with a idea and I thought i would share this. The issue: A national co wanted to know the date, time and job discription and signature of the property manager for their records. They wanted to make sure ...

Hi MikeB, It looks like you may have attached a docuement to some records.  That's normally where you see the text like your seeing.  You can delete the records by creating a simple grid with checkboxes, loop through the grid and delete those records that are checked. My question though is how those records got a document attached ...

I mentioned this in another post but I thought I'd make a specific one for this. I added an attachment field to the New Activity screen, and users are able to attach documents. However, exporting the table leads to quite a few rows of character strings occupying the entire Certification Document column and spilling over into the first column ...

What I am trying to do is sum the amounts from invoices within a date range and enter them in a new field in the customer table called "aaSumofInvoices".  This is what I have done so far and the errors associated with them.   I added a field in the customer table called “aaSumofInvoices”.  On one of my ...

Hi Wildliferemoval, When you get the chance, could you send me either a private message on the forums, or email me directly (email is in my signature), with the CompanyAccount Name you enter when logging into Method.  Also, please make sure MethodSupport is turned on.  This can be done by going to Customize->Users, ...

So, I made the mistake of not making a new invoice templet in method report designer thinking it would make a copy like it does in method. I have made some major changes and screwed it all up and cant figure out how to get it back to the original. Please help 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Portal Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Improved (#4162) - ...