Method Community

Hi andy,  The Amount and Total Amount fields are calculated behind the scenes so you cannot change it. Unfortunately, it must be this way to sync and match up with Quickbooks. Hope this helps! - Jason

Hi Eric, Your process is correct.  I tested using my account and it worked as it should.  What do you see when you hover over the tablink?  It should list your new screen there, like below: How are you accessing this screen?  By clicking it directly or through for instance the "New Lead" button on the Leads and ...

OK, so I added 2 linked fields to the Activity table: Fullname via Fullname (from Contacts) ContactsEntity via Entity (from Contacts). I called it ContactsEntity because there was already the Entity field I mentioned above. Anyway, those were available to be chosen and I selected Entity first, but there was still only 1 contact showing for ...

The same user emailed in:  My sales manager said that when she enters an activity she has to manually enter the date in the notes section.  I thought there must be a way that it "stamps" the date the activity was completed so that we can list all the activities completed in one day and review notes.  She said she used be ...

I need further clarification on this: The dropdown in my New Activity screen is based on the Contacts table and currently shows: Name via ContactsName CompanyName EntityType I would like the first column to be the Entity field. In my Activity table, I already see an Entity field, with dotted underlining, and when I hover over it it says: ...

How can I add values to these tables?  Lead Status is currently limited to Open, Qualified, Unqualified  Lead Rating is Cold, Hot, Warm I would like more/different options

Hi Philip,  I have a suggestion that may or may not be worth pursueing. You can contact Google to see if you can get the map "fixed" so that your address will point to the correct side of the road. Click here to report the problem to Google.  - Jason

This email came in from Susan: Is there a way on Method to search or click on something to pull up the activities that were updated from the prior day and view comments from them? Hi Susan, While there is no stock way to view all modified activities from a certain day, there are a number of ways to customize this.  One way would be ...

 Last Friday we decided to try something new: a virtual pizza party with a few customers. “Virtual” because most our customers are in different cities from us. “Pizza party” because we sent pizzas to their offices at lunch time. And this little experiment lead to today’s 3 Things post: Surprising and Delighting ...

I've tried to link the New Lead tab to a new custom screen I've created, but it keeps going to the standard New Lead screen.  Here's what I did: 1. I added fields to the Customer table. 2. I created a copy of the CRMQBO_NewLead screen, but I did not "replace tab links." 3. I made changes to the new screen I had ...