Method Community

Hi Matthew, We spoke on the phone. We'll use LinkedInConnection as our example field.  First thing you want to do is add the field to your Entity table. Next, you can link your LinkedInConnection field to the Contacts table. To do so, click Edit Fields... on your Contacts table and choose Add a Linked Field (see ...

Tom, Just wanted to let you know that another option would be to add a dropdown list field.  This way you can just select a lead or customer type without having to type anything in.  This will also allow you to dynamically update that list if additional types need to be added.  You can find some information on creating ...

Hi David, In what screen do you see that address as different, the main Edit Customer screen or another screen? Customers and Leads are actually located in the same table in Method, the Entity table.  The only difference between the two is a field called IsLeadStatusOnly.  For a Lead record, this field is set to True and prevents ...

Hi TomW There are two options I see for you.  You could do as Nebo did and create a custom field and populate it.  This will require some customization to edit the screens to add the new field to the screen and the grid.  Also, depending on how the Leads are coming into the system, some additional work may also be ...

Hi David, If you edit the stock Quickbooks_Estimate screen (used in Method for Quickbooks Desktop) you should find the Create Sales Order action set within the More actions... button. It might help to reverse engineer this action set. There is a Basic Math Calculation action within this action set ...

I am trying to add a total "markup" or profit for the estimate, at the bottom like it is in quickbooks (under the subtotal and above the total).   I asked our consultant for some help and here is what he said: 'You can set the markup column in the grid to have subtotals calculated for you in the grid itself. At the ...

I have existing database of thousands of leads, with a number of custom fields, to import.  As most of my leads are individuals (only one contact per lead), I want these custom fields on the Lead page in addition to the contact pages.  They also need to be retained when the lead becomes a customer. Example fields: Skype Address (50 ...

When i convert a lead to a customer the address doesnt carry over correctly.   Address Line 1 has the company name and address line 2 has the street address for the lead.  However, when we convert that lead to a customer address line 1 carries over correctly, but address line 2 doesnt.  Instead of the street address, the ...

We had Method customized so that sales orders are no longer an option so that you can convert an estimate into an invoice.  However, when we do that, the unit cost of the non inventory items we sell carries over onto the invoice, instead of the sales price.  Can you tell me how to fix this so that the sales price carries over to the ...

I have solved this by adding a new field in that table, and creating a view filter for each option. If you have problems figuring this out I might help you with that.