Method Community

Greetings. Every time i create a new screen and add a tab at the same time, I would logg out of method, then log back in and the new tabs would apear.  If i did not do that, i would never see the tab. just fyi

Hi Tia, My colleague (Jim Baker) and I did a short 13 minute webinar on that subject at:  http://www.simplifiedbusinessportals.com/siteContent/learningCenter/msps.html Basically, in order to create an invoice from another screen we need to insert a record into the Invoice table and the InvoiceLine table.  In order to insert into the ...

Am I able to add an invoice by inserting a new record and then it will sync with QB? OR is it more complicated, I came across this in the API docs However, in some circumstances it does not, especially on transactions (for example Invoices) that require line items (such as InvoiceLine). In those scenarios, you would first ...

I performed a full sync, and I am still getting the same error.

That is how I initially copied the screen, I selected to replace all tab links. I tried it again and it didn't work. Any suggestions?

One other question that regard.  When using google gadget and a document has an attachment.  Is there a way to make sure that doc goes to smartvault via the gadget?   Right now it looks like just will go via an activity into method which again could cause a storage problem and defeats purpose of having ...

Thanks If have alot of users that becomes very important.  As you can tell people to upload to smartvault only but it will not always happen and could create cap limits to kick in in method.

ach month you should be creating a new list since you'll have new leads and contacts. Yes the easiest way to do this is by customizing the CRM_ListBuilder screen and edit the Fill list with Contacts button. You'll need to add a couple actions which will grab the current date and then subtract it by the amount of days you desire, i.e. 30. ...

Hi Shane, There is currently no way to default to SmartVault, and hide the other options.  I'll put in a feature request with the team. - Adam

I have setup smartvault and when uploading documents I have to choose between uploading to method to smartvault.  Is there a way to make smartvault defualt and then hide ability to for a user to choose uploading into method?  I want docs to go onto smartvault  only with no action from users.