Method Community

When editing an Activity, you can see the associated contact info in the left window. It seems like I should be able to click on their Facebook, LinkedINn or Website and bring that link up but nothing happens. Is there a browser setting that must be set?

Report Designer seems to be popular these days.  My request seems simple enough, but I have been unable to execute. I have a custom grid that lists items owned by customers.  Columns include Customer, Manufacturer, Model Number, Serial Number, and Expiration Date. A single customer may own several different items that all expire on ...

That makes sense.  Saving it again was probably the piece I did not know.  Thanks again.

It's possible that you just needed to resave the report again.  Apparently, even after you "Save As" you may still need to save the report again.  I forgot to mention this in my last post.  Perhaps that's what you did. - Adam

Hi Mike, Method has the ability to sync with custom fields in Quickbooks.  These fields will need to be created in Quickbooks, but they will sync over into the Customer table in Method.  You can find and create these fields by editing a customer.  If you go to Additional Info, you might see a few custom fields.  You can edit ...

Adam, I went back into the New Method account and played with the reports some more and now it's working.  I cannot tell what I did different but it is working now.  Thanks.

Yes that sounds correct.  Are there any custom fields that are in the old account that haven't been added to the new account?  This may cause issues if the tables and fields don't match and especially if the field is used in the report.   If you wish, you could you also email me your Method company account info and turn ...

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 ...