Method Community

Hi JoAnne, First off welcome to the forums.   There is no screen called "Action".  You will need to set this up on the screen you wish to send the email.   - Adam

No, I just want the parent and all job types to have the same sales rep for each customer. I never want them to be different, and I know QuickBooks doesn't support that anyway. But I find I'm able to change some, but not others, and I end up with customers that have one sales rep for the parent and staff subaccount, and another sales rep ...

Hi Mike, I'd like to investigate this further but what is your end goal here? Do you want to be able to have different Sales Reps assigned to the Parent Customer and Jobs? If so, this is potentially going to cause issues as this isn't something that can be done in QuickBooks. It can be done in Method but again may cause some ...

Thank you for responding and diresting me to forums.  I can not find the screen "Action" so I can't set the merge fields command up. Thanks, JoAnne

Thanks

Shane, Just so I understand, you have field 1 already populated when the screen loads?  If that's the case, you can use 'Enter Value into Field On Screen', and after field 1 is populated, add that action and set field 2 to be populated with field 1. Or you can use 'Retrieve Value from Table' and get the value that ...

I cannot find my old thread about this but it's a continual problem that is causing significant issues. All I want to do is assign different sales reps to certain customers. I am starting with individual accounts and then if that works, I can use the export/import function in Method to do a few at once. But the problem is, my changes do not ...

I have two fields on a screen lets call them field 1 and field 2.  I want whatever is in field 1 to automatically appear in field 2.  I know how to set this up where when field 1 loses focus it would fill field 2 but I already have alot of data in my system so losing focus would only work for new or chaged entries. Is there ...

Hi Matt, Method CRM is only offered in English and there are no translation services/programs, which I know of, that can translate the Method CRM to other languages. As far as I know you cannot use translation services to translate secure web pages (HTTPS). I performed an online search for such a topic and found that this is something ...

Neil, It's not too many joins, as I was able to replicate it with only one more added join.  I've added this to the ticket.  When I hear back or find a work around I'll let you know. - Adam