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Hey Matt, Thanks for the input. I wasn't able to replicate this behaviour through duplicate Entity's as well. I created duplicate Customer and Vendor records but my Select Fields still show the correct values. Spoke with the rest of the team and they agreed that it was most likely due to a table not being closed off prior to editing the ...

Hi Andy, I added the same fields to my PurchaseOrder table but did not experience the same behaviour you did. My Select Fields display as FullName via Customer and RecordID via WorkOrder (screenshots below). It's possible that someone had the table open while you were editing this screen. Ensure you close the table by click the ...

Hi minermoe, Price levels can definitely be utilized in Method CRM, however, it needs to be done through customization. So you'll need to invest some time to take advantage of it, check out this similar post for more information. Alternatively, you can speak with an in-house Consultant or one of our Method Solution Providers (MSP) to have the ...

Here's another example, which we just came across on a blog post after performing a Google search. Keep in mind that this isn't something we created nor was it typed up by anyone from Method. - Ashur

The link I included above lists both VBA/Excel and ASP examples, I'm sure you'd find the latter resourceful. If you hit a road block or have any questions feel free to post on our API forums. Alternatively you can speak with one of our Method Solution Providers (MSP) for assistance on writing your code. - Ashur

Hi Trevor, I noticed you posted a similar question last week. What exactly are you trying to integrate with Method and what is your end goal? You can utilize the Method API to integrate with Method so I'm not sure exactly what you would want to do using PHP. - Ashur

We received the following question by email from James: [quote]I have sales people that I am trying to figure out how to assign customers to. How do I assign a customer to a sales person so that other sales people can not have access to that customer or set of customers? Or said another way how do we control Sales person "A" from ...

We received the following question from Holley: [quote]Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?[/quote] Hi Holley, Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you ...

You'll need to do them individually as each activity is unique and should have it's own set of details, e.g. Comments, Due On, Date Ending, whether or not it's related to any Cases or Opportunities, etc. - Ashur

Hi Marcelo, You can edit an Activity Series but not random activities that aren't in the same series. In what situation would you complete multiple activities at once using the calendar? - Ashur