Method Community

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.

Thanks for the update Andy. Very strange case, I'm not sure what causes it. I was able to replicate similar behaviour but it stopped after I regenerated the Purchase Order and Activity tables, in that order. In any case, let us know if it returns to see if we can determine exactly what is triggering it. - Ashur

Ashur, this worked, although I had to carry out those steps a number of times before getting the expected result.

Hi Marcelo,  Are you talking about moving your new tab/section up in the screen designer? Does it have any objects or fields in it? If it is a blank section it will not move but once you place something in it - it should be fine. Let me know if this solves the issue.  - Jason

Thanks for your reply. I feel comfortable with the customization work.  The only thing I'm unsure of is where I go to "copy the URL from the document" - I've looked at the New/Edit Document Link page, but don't see a URL.   Can the document URL be found on an existing screen?  Or, do I have to customize a ...