Method Community

Hi khorner,  In regards to the first question in the earlier post, we only have those webinars available to give you an overview of the designer. In regards to documentation on which field belong to which table, we don't have any documentation for that. The only way to actually figure out which field belongs to which table, is to ...

Hi smohyee,  When you create an invoice from either an Estimate or a Sales Order in Method, you need to indicate a quantity amount of at least 1 in order for the invoice to be generated.  As a result, the report won't be generated with just the description of the item without the other invoice information such as the item code, the ...

Hi cpitts, In the new screen for Method CRM Pro for the Invoices screen (QuickBooks_Invoice from TemplateOnlineCRMQBDesktop (#374)), when you click on Edit on the InvoiceList grid, in Step 2 of 9: Grid Columns, when you select the dropdown for the Field selection, you need to choose the SalesRep field which will add the column to the grid. You ...

Hi Blake C, When you have a dropdown type field in the table, you always have to delete the field if you want break the current link to the current field and relink to a new field within the table.  You should be ok for the Activity, Opportunity, and Case tables, because by default they don't have the SalesRep dropdown unless you want ...

Hi cpitts,  I wanted to let you know that I am in the process of compiling my response to your post and will have a response shortly.  Ronen

Hi lvharris, I did receive your forwards template. I want you to create a test activity and within the activity, check the checkbox for Send an e-mail? and in the To field, type in r.gaisiner@methodintegration.com for that template that your sales person has sent out, and I want to see if I get that same e-mail 16 times. Once I get the e-mail or ...

Hi Ivharris, I also wanted to update you with some additional information for the post. I would do the following steps to modify the copy of the Activities List screen: In Step 1 of 9 for the Activity Grid, make sure you select Checkbox column which will bring up the checkbox column which will allow you to select multiple rows at once. In ...

In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions.  Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks.  Which transactions?  Thought ...

Hi lvharris, If you go to the Field Service Operations tab group, you can renew selected work orders. Work orders that are recurring have a start date and an end date. The renewal process calls upon the "Renew Recurrence" action which does the following: A. Increases the Start Date by 1 year. B. Increases the End Date by 1 year. C. ...

Hi viret56, The only way that you can display numbers in the grid on a screen to the nearest 2 decimal places is by adding the field type of decimal to the table associated to the screen. Adding the field type of money will permit the user to display more then 2 decimal places on the grid while the decimal field type will round the number ...