Method Community

I uploaded my Logo to our Portal in the set up process and it is humongous.  Is there a way to edit this within Method? Or do I need to edit outside of Method then re-upload. Thanks in advance for your help.

1) Edit your New Lead screen, find the Lead Source field and edit that as well. 2) Go to Step 2 and select the Add New event. 3) Then edit the first action and change the screen it points to. If you're still having trouble getting there or understanding what you need to do then I strongly suggest you watch ...

Hello,  I'm trying to pull a report from the Activity Table.  We have chaged it a bit but basically, I have an Activity TYPE of INSTALLATION, STAFF TRAINING, AND SURGEON TRAINING.  I'd like be able to have a report that pulls ONLY CUSTOMERS that have those ACTIVITIES and the DUE DATES/COMPLETED DATES for them.  I've ...

just as confused as before if I am in my new lead screen and edit the lead source area where is this done I dont see anywhere where it states this othere then lead source via lead source show and that to me states to look there

Kyle, You can still assign estimate numbers after inputting the line items if you wish.  However, if they do end up syncing with Quickbooks, the number will not be overwritten. The reason your Lead synced over to Quickbooks was because you unchecked "Wait for sync approval".  By unchecking this, you allowed the estimate to ...

Hi gbisaga, Don't forget all tables have a column called recordid so you can always filter on that Paging has never come up before. Row_Number and Top would be part of the select statement which we do not allow to be directly set by users since the security risks are too high. Dave

Adam You are correct .[quote user="Method_Adam"]As for the update, it will reset the number, however either Method or Quickbooks should still assign a number depending on the setting above.  Is this not the case?[/quote]Adam, However after some sampling I see where we ran into some problems. First off we were not allowing the sync ...

Just sent you some screen shots to explain. Jerry

Jerry, From the screenshots you sent me, it looks like all you need to do is edit the Lead Source field on your New Lead screen, then edit the first action in the Add New event, and select the correct screen to point to. - Ashur

Hi Kyle, You are correct.  Estimate number, by default at least, will be set by Quickbooks.  Method has a setting under the Quickbooks tab > Syncronize that allows  Method to set numbering on estimates, invoices, sales orders and the like.  Can you check your settings and see if this is checked or not? If this is ...