Method Community

Hi DOTTIENYC, The Title field is a standalone field in the Contacts table, meaning it is not linked from another field.  This would be why you have to edit the contact to update that field.  Where do you see it in the New Opportunity screen? You'll need to create a linked field by first adding a dropdown field to the Leads table. ...

Hi Chris,  I couldn't replicate this behaviour. I just put a checkbox on a mobile screen that is checked by default, then I added a button that unchecks the box based on a conditional statement. I'll try a few more scenarios similar to what you are trying to do.  Jason

Although I will check on this as we update all our tax tables this week, but it is not going to address the problem I have: The tax setting fields in Method are not syncing with the line items in QBO. If an estimate/invoice is recorded in QBO it should be accurately represented in Method, regardless of what default settings are in ...

Brian, To get you going with this customization job, you should think about when you want this to be triggered. In this case, it may be best to trigger the activity creation when a user clicks the Convert to Customer button. If this is what you want, you should enter your actions into that button. I suggest reverse engineering some ...

Hi Nick,  I just tested this out and it seems to be working fine. Are you still having this issue? I suggest taking a look at your Items list to check if your items' tax codes are assigned correctly. You can find your lists in the Company tab in Quickbooks Online, or in the Quickbooks tab group in Method. If you are still ...

Thanks Jason!  That was the problem! :)

Hi Suzanne,  Here is an article that explains how the activities are mapped from Method to Google. The Google Calendar title will give you Method Appointment Type, Contact, and Contact Phone. If you need more information, the Method activity comments and the work order job name transfer to the Google event ...

Hi Karen,  We have seen a few issues recently when certain characters are used in the title of reports. Take out the '#' sign in the Report Name and let me know if you still get the error. We're currently working on resolving this issue. Thanks!  Jason

[quote user="DavidD"] Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side. [/quote] Hi DavidD, I apologize for the wait on this issue. I will be looking into this this morning to see where we are on the ticket.  I will do what I can to ...

Sure, I'll check it out to see if we can narrow down the cause. - Ashur