Method Community

Hi Danish, I'm not quite sure what you are asking. On the Customers and Contacts List screen you can enter the name of the contact you are looking for into the Contact/Customer/Company filter field (see my screenshot below). From here you can click the Go To... link to see all of the fields related to the customer ...

Andrew, There is no stock way of doing this.  However, you could customize this by adding a File Attachment field to the ExpReportExpenseReport table.  Then you'd just have to add that field on to the New/Edit Expense screen (ExpReport_EditExpenseReport).  Remember, you'll have to copy the screen first and edit the ...

Jason, Thank you for confirming this for me. Not a huge issue--we'll create a workaround until you guys are able to implement the change. We're also dying to have the advanced inventory feature implemented... any ideas on a workaround for this? Charles

Ben,  I thought it might be something do to with designing in the July version and trying to login via the June version, but I was able to do that without issue.   Glad its working now.  If it happens again, feel free to give us a shout. - Adam

Is there a way to add HTML code in tabs?  I would like to set up my client portals to have a tab where they can donate to several funds using paypal.  I can create the button code in paypal but I don't see where I can copy to a tab screen. Also, when will paypal be available as a payment option for quickbooks ...

Hi JWarren, Unfortunately there is no way to create a Global Case within Method, a case can only be related to one customer/contact.  You could however try adding a specific "Tag" to each of these customers when they contact you regarding the system being down.  From here you can go to the Campaigns Tab, ...

Charles,  You can modify the IsManuallyClosed field for the entire sales order from Method, but not at the SalesOrderLine level. Unfortunately, this has to be done from Quickbooks. We have it hidden in preperation to add this functionality in the future, but I can't confirm if or when it will be available at this ...

Adam, Is there a way to do this just once for the entire report instead of each expense?  Normally my guys will scan everything into one big file and just attach it to the main report? Andrew

I have a query regarding Method CRM. Can you tell us is it possible to create a screen such that when we enter a name of new customer/lead other details related to the key field becomes available.  If possible kindly provide us link where step by step instruction is given regarding this.   Regards, Danish Anwar Lead ...

I am wondering if there is a faster easier way to concatienate multiple values and 'text' and store as an actionresult.  Its taking many method actions to concatinate 5 values...i am haivng to say join 2 values then store that join and join with another action result that was a join of 2 others then join them to the last value.....I ...