Method Community

I've started adding contacts to company leads that I have in Method already using the outlook plug in.  The problem that I am having is that they are all going to secondary contacts as there is no main contact associated with each company yet.  Therefore when I go into method, there is no contact listed and it prompts me to list a ...

Hi Andy, Those areas in the item screen are left over from the old Method Warehouse app, which has been legacied and we no longer support. You would need the Method Warehouse app to use those fields.  Since it has been discontinued, unless you already have it installed, there is no way to access it. - Adam

Thanks David.  I understand that I can "Hard-Code" a date, but what i am trying to do is set up a variable that will be define in a Cell in excel (Which was part of the declaration section in my code above).  That way, if the users changes the date in that field, the query will automatically filter with the new ...

I see what you mean. I don't believe there is a simple way to do this. I did some testing and found a way to work around it though. You can create a new field in the Item table used specifically for this filter, a Yes/No field would work. In the new field, set all of the records that have the inventory type "Service" or the ...

Greetings,  Was reading your post and thought i could help you out.  I own a gardening co here in California and this is what I do.   We set up custom fertlizer and spray programs for our clients.  About 80% of the time the people that call us up want a certain program that they think is right.  We also do work for ...

When creating the lead and after selecting the parental relationship under the "Job of Customer", the parental contact information does not automatically populate.  Does this clear things up?  Thanks.

Hi, Are you using Chrome?  What happens when you resize the window, do the tabs return properly? Adam

Thanks Jason for this pointer.  I am not too sure what to type in the Value field.  If I type as you suggest "Inventory, Service" then the user will see all Inventory items and all Service items?  But I want them to see ALL Service items and only CERTAIN Invetory items.  How does Method know to filter on the Item ...

During 1st time sync we receive the following error... '3/5/2013 3:42:12 PM ERROR'fnModQuickBooksAccount could not proceed. The AccountType 'Suspense' does not exist in the table accAccountAccountType./ERROR''Currency' 76 modification(s) Looking back thorough old posts this appears to be an issue with UK versions of ...

Hi Chris,  I was able to replicate this issue on my account. It seems that the Hidden: invisible when screen first loads checkbox is not functioning properly at the moment. I'll put a ticket in with the team to fix this. In the meantime there is another way to hide a radio button on screen load ...