Method Community

If I create a secondary email field for customers in QuickBooks called "Email2", do I have to do anything to have it show up in the Customers table in Method? Conversely, if I assign a status/category to each customer in Method, can I map that field to a custom field in QuickBooks? The idea would be for that status field to be able to ...

Adam, The report appears to me to be saved.  I went through the save process you descirpted in the first paragraph.  I can see the report name on the list in the new Method account.  I can pull the report up in the new Method account from the Report Designer.  But the error message is telling me differently. I am attempting ...

Hi Scott, To edit the series, you can click the Edit Series button link in the Work Orders List.  From there you can change the Assigned To person, as well as any other setting.  This will apply to all connected work orders.  You can also click the Activities... button and select "Delete and Close" to delete the series of ...

Andy, That is definitely possible.  You'll need to create a link between the Activities table and the Invoice table. - Adam

Hi VLocke, I'm a little confused by this.  Were able to successfully save the old report in the new account?  You should be able to do this by logging into the Report Designer, and opening the report.  Then go to File > Save As and Connect to the new account before you save the report.  That should save it to the new ...

ahe answer to this is probably right under my nose but I have been having problems seeing it. I need to: 1. reassign an activity that is recurring so that all of that future activity are assigned to a new salesperson 2. delete an activity that is recurring so that all of that future activity are deleted

For further clarification, I'll use a simple example: I have a Customers table, with all regular columns/fields I have a Certifications table, with 3 Yes/No Certification fields I added a dropdown in the Certifications table that shows the Fullname field from the Customers table. I called the field CustomerFullName. This ...

Great work!  Glad to have helped, you seem to be getting the hang of the Report Designer, kudos! Let us know if you require futher assistance. - Ashur

We received the below question by email from Patrick: [quote]I need to delete a section in cases I accidentally created as a customized section, how do I do that? Also when editing a case dialogue how can I copy the notes section or email that out to a customer if he/she asks for a copy of work that was done? Thanks[/quote] Hi ...

Hi Ashur, I know I've been bombarding you with questions.  My last post was lengthy -- but I wanted you to know that i figured it out and have it working well. thanks so much for all your help -- it made a huge difference. Suzanne