Method Community

Certainly exciting news! Way to go Cloud Consultancy  

Thx. Any thoughts on my other comment re: a google calendar identifier I can get access to somewhere in the Method db?

Ashur, That worked like a charm.  Thanks Any sugestions on how to get those to show on my invoice? i dont see the same fields in the designer to add them.  Do i need to share the table or fields some how? Thanks Ken

Trying to get my head around creating reports. I understand the basic principle of creating reports but am trying to do something a little more complicated not explained in your videos. This is what I am trying to do.... I need a report that shows all the contacts that have activities assigned to them with a certain string value in the comments ...

Hey Blake, I'll put in a request ticket for this feature but keep in mind that it would first need to be approved, and since we're working on new upcoming projects, this request will take some time to get around to. Regards, Ashur

If I can't control this data within Method using the current tools available, there must be some unique Google calendar identifier stored in Method for each Activity, correct? If I have access to this, I might be able to post an update to via the Google Calendar API to make it read the way I want. Thoughts? Thx

I see on the Help Center (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214) how Calendar Appointment Fields are mapped to/from Method & Google. I'm working on customizing our Field Services Work Order (Activity) process. Specifically, I need to assign multiple ...

Cloud Consultancy is excited that AERO Workflow Manager is now live in the Method app center and is available to anyone with a MethodCRM pro account. Please direct all questions to the AERO group on LinkedIn. http://www.linkedin.com/groups/AERO-Workflow-4992462

Hey Garrett, How are you inserting the invoice record, are you simply using the Insert Record into Table action, or are you clicking Save on the Invoice screen? This is most likely due to that Account name being available separately for several tenants. For example, the account name across the board is Accounts Receivable, however the main ...

Thanks for the clarification Ashur - it will come in handy.  Here's some more info on what is happening... If I am signed into the tenant account, the button works fine (insert actions for a new invoice).  The tenant id is specified on both the invoice header and line item insert command.  However, if I am using the same button ...