Method Community

Please advise, we add an employee through quickbooks and when the program syncs with method the employee seems to be added to method with user login (paid license). Please advise as no one added a new employee with a user paid license and the paid license box was found checked in the user panel. If the sync does in fact add employees to method ...

Hi Suzanne, You should be able to adjust it when you upload the image.  Here is a screen of how that should look: - Adam

WaveTec, I think you'd be much better off using the Generate Report action to filter the report.  Method gathers all of the data before getting the template from the designer and generating the report. For this reason, it is best to use Method for all of your filtering.  You could build a selection list in the "Filter ...

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 ...