Method Community

Hi rlemoi, Here are the steps that you need to take in order to change the calendar view: Go to Activities>Activity Calendar In the dropdown on the right hand side, select Day View I hope that this helps. Ronen

Hi Shane, The first thing you need to do is add fields to the Invoice table. You can add fields by doing the following: Go to Customize>Tables/Fields Click on the Invoice table Type in the name of the field in the "Field Name" field and select the "Field Type" from the dropdown. You can choose from: Text, Decimal, ...

Hi viret56, When you send an e-mail, the Send Email action within Method doesn't keep track of the e-mails that are sent. You can thought keep track of the e-mails that are sent through an activity. Within an activty, if you place a check in the checkbox for "Send an Email?", you will open up a section called "Send an ...

Hi cfupham, I just wanted to give you an update on that response. The tablet that you purchase from your carrier needs to support normal browser behaviour and you also need to log into Method using the "Mobile Sign-In" link on the Method log-in page.  I hope that this helps. Ronen

Hi cfupham, All tablets on the market work with Method so you can go with whichever tablet your Verizon carrier has in its supply. I hope that this helps. Ronen  

Hi fakie99, The software development kit is currently set-up to synch the First Name in the First Name field and Last Name in the Last Name field from Method to QuickBooks in the exact same order as it looks like in both the Method and QuickBooks applications.  If you look at the "CRM_NewCustomer from TemplateOnlineCRMBDesktop ...

Hi smohyee, In QuickBooks, if you go to Lists > Item List, and you select an item that is an item type that is an Inventory Part, when you open up that item, you should see a Cost and a Sale Price. In Method, when you select the item type of Inventory from the item dropdown for the purchase order, the cost that appears for that item in ...

Hi swm023,  The best way to do a Changes - Only Synchronization is by opening up the Method Integration Engine, selecting the "Synchornize" link, and select the option of Changes - Only Synchronization.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now buton right beside the ...

Hi Blake C, The best way to create the filters for the grid on the new page is by first opening up the grid object in the designer for the specific page by clicking on the Edit link. In Step 3 of 9: Filters, on the wizard, you can then click on the New/Edit button, and select the New View option. On the original wizard, you can then select a ...

Hi m.guy,  I logged into your account, and noticed that the BillPayment screen as you have described, has not been updated as was expected. I will create an internal ticket for this issue and will update you once I have updated information.  Ronen