Method Community

We received this email -  Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page? Hi Kitty,  If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts ...

After looking around, I discovererd that the grid in the Activities List screen had a filter that said "ActivityTypeIsAppSpecific" = "No", and the activities in question had "True" values and thus did not show up. A bigger question is, though, I would rather filter by "IsActive", like what I do for the ...

I created an activity in the mobile screen, and also scheduled a follow-up activity. Both activities show up in the List tab on the mobile screen. However, when I look at the Activity List tab in the desktop screen, I only see the original activity and not the follow-up However (again!), when I export data from the Activity table, both ...

Thanks Jason.... It would be nice to delete, but changing the preset filter works almost as good as that.  Appreciate the quick response. Best Regards, Darrin

Hi Darrin,  You cannot completely delete a customer from the Method database without also deleting it in Quickbooks. However, you can clean up the clutter in your Method account. One way to do this is to filter your grids to not include any customers with the CustomerType field labelled 'retail'. Let's start with the ...

Hi jdcard, We'll need to investigate this. Please enable the MethodSupport user on your account then email me your Company Account name (not user name) and the best number to reach you on. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for ...

You can find a current customers document by navigating to Customers > Customers and Contacts List > search for the contact and click the Go To... link > scroll down and click on the Documents tab section > click on the document image (not the name) and copy the URL from the new window that opens up. Alternatively, if you know which ...

Hi DaveGutie, You should be able to include more than one email address in the 'To' field on Step 7 of 9. I've just tested it and confirmed it saves and displays correctly when I go back to step 7. I then made a submission on the webform and received the notification at both email addresses. If this is not the behaviour you're ...

Hi Allison,  I took a look at all your settings on your screenshots and found that they all look like the default report. I did find some odd behaviour when completely deleting GroupHeader2 and then undoing the action. Is this what happened to you? It might be related. I would suggest making another ...

Will do, many thanks.