Method Community

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 ...

Hi Formation QB,  Great question! I think I found a solution for you. Try loading your filter values into a shared result first. Use the action Assign Value To Shared Result within the event OnScreenLoad (found in the Advanced Screen Properties). Type your values into the shared result seperated by a ...

Hi Marcelo, Can you please provide us with some screen shots one from the Lead Screen showcasing a Lead information and one from the Customer Screen of the same lead when he or she is converted to a customer. - Sam

So I am trying to get a custom radio button to be hidden when screen loads until conditions are met to un hide. Ive checked the box labled Hidden: invisible when screen first loads but it is coming up when i first load he page.  What am i doing wrong.

I am just learning to use Method and am trying to figure out the best way to track the different items/services purchased by my customers. I can see the items purchased by each individual customer, but would like to have the ability to build a list based on the items purchased. For instance, if I need to send an email to all customers who ...