Method Community

Jessica, You can use the import/export tool, filter using the campaign number and change the status to 'cancelled'.  I don't think you'd want to delete alll of the activities, for historical puposes.  If you want to delete them, you'd have to do that through customization.  For more information on the ...

Is there a way to best manage activities assigned to specific campaigns? IE is there a way to delete all campaigns associated with one campaign, instead of individually going through and deleting them? Sometimes there are an upwards of 500 activities and this process is rediculously time-consuming and monotonous. HELP! Also, if we set the campaign ...

Argh. I'm a moron. Nevermind. I was looping through the grid twice on the page. I forgot to supress the warning for both grid loops (was previously only suppressing on the 2nd). Sorry for the interruption...carry on. Nothing to see here...

Looping through a grid on a button action. Only looping through checked rows with the advanced option of 'Suppress warning when no rows are checked' selected. I'm getting a warning saying no rows were selected when no rows exist in the table. Do I have to check to see if any rows exist in the grid prior to looping through it? What am ...

Annette, You can use the Character function to get the length of the value first, then use a basic math calculation to trim 9 from the length value.  You can then use Get right as you would know the length after the colon. - Adam

Yes they would exist in their respective tables, for example a custom field for vendors would appear under the Vendor table in Method, a custom field for the employee field would exist in the Employee table in Method, etc. - Ashur

Hi, Can someone please point ne in the right direction on this? I am trying to use "Enter Value into Field on Screen" but I want to trim the first 9 characters. (It is either Billable: or Overhead:) I have been through all the functions and have tried different combinations of them - but not working yet. I see join with space, comma, ...

I found the place to filter the dropdown menu. I must have looked right at it a hundred times. Problem solved Thanks!

Ashur, essentially any of the custom fields for names and items (Customers list, Vendors list, or Employees list). Thanks.

Hi andy, Are you talking about the custom fields when adding/editing a customer record? If so, after creating a custom field in QuickBooks and performing a Full Sync, you can find the field in Method within the Customer table. - Ashur