Method Community

SpaScapes, Take a look at this http://code.google.com/apis/chart/docs/making_charts.html. You can use the google chart API to generate a QR code and then use that URL in a report on an image object and you will get a QR code:) The google API generate a chart based on a URL you can use Method's Merge Character function to create your own ...

Hi iLs, Do you happen to have 2 grids pointing to the same table?  If you are still stuck get in contact with me and I will look into this issue with you. -Michael

Hi iLs, The green bar that reads Prospect Managment Grid is actually a section. A grid looks like the following (*It won't say activity grid in your case but the image will look the same)   If you hit edit on the grid you will see the option to add columns. Also if you haven't already taken a look we have alot of webinars on ...

Ian, One more question for you, what browser do you normally use? Does it happen in multiple browsers for you? -Michael

No problem glad to be of help -Michael

iLs, Based on the message "Currently there are no fields added to this grid. Please edit this grid in Customize > Screens and add desired field(s)." It looks like you just need to add columns to your grid. If you edit that screen and then edit the grid, in step 2 it will ask you to insert some columns. Insert some columns and ...

iLs, That's a bit odd. I am going to suggest trying to export the contents of the table you created and make sure that it actually has data. [quote user="iLs"]Good to know, thank you. A follow up here... if I use the QB established fields, but also add custom fields via Method (which I won't need to have in QB) am I still able ...

Hi Shirley, For the Method Integration Engine to work QuickBooks has to be open on the computer that the Engine is installed on. The 'Main' computer's sync engine will take care of the Full Syncs and Changes-Only syncs and the sync engine's on the other computers will get put into listen-only mode and listen for changes in in ...

Welcome to Method iLs, [quote user="iLs"]In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I ...

Hi Matt, Based on the error it does seem like a cookies issue. If they are using IE get them to take a look at this link(If there privacy settings are set to higher then 'Medium High' that may be the cause of this issue. -Michael