Method Community

Hi smohyee, I have some questions to ask you: What field type are you adding to the table? What is the size of that field? Ronen  

Hi IrieAlex, For the error message: [quote user="IrieAlex"]"Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Case'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link ...

Hi MikeB, In Method, when you click on the Go To for the customer within the Customers and Contacts List tab link under the Customers tab such as "Customer1:Employee1" in your example, Employee1 will appear in the Customer Name field which will considered a job of Customer1. In Method, when you click the Go To link for the customer ...

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...

Hi Katie G, If the opportunity stage is considered Closed Lost then the probability (%) will be considered 0.00 and the pipeline is 0.00 regardless of the opportunity amount. If the opportunity stage is considered Closed Won, then the probability (%) will be 100 and the pipeline will equal to the amount of the opportunity. I hope that this ...

Hi Navitha, In the email template, you can retrieve the data from the Method tables by having merge fields which will allow you to have values from tables appear in your e-mail, such as a customer's name, the total amount due on their account, or the e-mail signature of the user sending the e-mail. There are two steps to setting up merge ...

Hi Blake C, Did you add another sales tax code in QuickBooks? If you did that then that code will be brought over to the Tax Code dropdown under the Sales Tax Information area in the Additional Info section within the screen under the Edit (Customer Name) tab link. I hope that this helps. Ronen  

Hi swm023, The above instructions that I had provided for you refers to the steps on how you can add additional selections to the Opportunity Stage Category dropdown in the New/Edit Opportunity Stages screen. You can create the stages for the opportunity the way you had created them in the past by clicking on the ... beside the Stage dropdown ...

Hi jbadwal, Currently, we don't have a way to have assigned techs pull up on the calendar by default but only for the user signed in. I will create an internal ticket for this issue and will update this forum post once I have an update. Ronen  

Hi viret56,  In page A you have to make sure that on the button object, you have the action Go To Tab Link to direct you to the tab link of page B. That action will allow you to specify in the Tab Link dropdown which tab link you want the button to direct you to.  After you get directed to that tab link, page B will be ...