Method Community

When I upload a doc to smartvault through method (and link it o an opportunity) it will show up in the Method Documents folder.  From there can I move the doc around into different folder in Smart Vault with out messing up it's linkage in Method?  I've tested this with a couple of docs and the links in Method don't ...

Hi Chad, Thanks so much for your detailed reply. I made a flowchart showing what I understood from your info. We do everything by Customer : Job even if a customer only has one job, so I have a step where we rename the Lead to a Lead : Job when they express interest in working with us. Does this look correct? Or should I keep the Lead and ...

Apparently my 'creative' solution doesn't work. I can't seem to enter anything into a read-only table cell from an Action.

When I manually enter in the amount and click update, it goes to 0.00

For my invoices I only need Item, Description, and Amount.  I see where if I click on the little star I can hide the columns I don't need.  However, the amount calculate off of quanity and rate.  How can I make this work so I onlly have the 3 columns I need, I can manually enter the amount, and then when I click update with will ...

I am trying to populate a screen I am working in with a product description that matches up with my sales/reference number. Anyone have any idea what table/field the Descriptions are  populated from? (Looking for what is connected to the sales order description in quickbooks)

How do you download a document file using the API?

Hi KateP, We wouldn't suggest filtering the dropdown through customization as you would be losing the latest and greatest changes to the Activity screen. If your concern is saving the time of your sales staff by not having to scroll down through the list, they can type in the Contacts first/last name in the dropdown field and select ...

Hi Shaun, My mistake that was a file I had previously uploaded into SmartVault through Method, not the other way around. So no you cannot upload a document into SV and have it show up in Method, it would have to be uploaded to SmartVault through Method CRM. Additionally, if you are using QuickBooks Online, you won't be able to see those ...

Hi Shane, If you added the 'billing email' field to the correct table, it should be associated with a reccordID for that customer.  Each field in a table is given a unique recordID that allows Method to find the proper record.  Take a look at some of the actions on the stock screens by making a copy and editing the copy. ...