Method Community

I'd like to populate a cell in a grid row but the data will come from a different, unrelated table, rolled up (comma separated) over multiple rows. Anyone doing something like this? Is it possible to do this with SQL Override or will I have to get more creative and retrieve the data in a separate action then enter the values in the ...

Ok, I've done that and the doc isn't showing in Method.  Docs I uploaded thorugh Method show in SV but not vice versa. Is there something else I need to do? If I upload into subfolders inside the Method Documents folder will they still show in Method? Finally, can I link more than 2Method accounts to the same Smart Vault ...

Hello again swm023, [quote user="swm023"]What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?[/quote]Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent ...

Hi swm023, Yes you can upload documents into SmartVault then have them appear in Method. After you've setup your SmartVault account and integrated it with your Method Account, login to your SmartVault page through their website (or their desktop application) and upload your documents to the Method Documents folder that has been ...

is there a way to upload docs directly to smart vault and have them appear in method? or does everything i want in method need to go through method? i tried uploading a doc directly to SV and it isn't showing up in method. . .

Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

[quote user="swm023"]I've found some posts about report designer only working on pc.  I have a mac[/quote] Hi swm023, Some of those webinars will only play on a PC due to the required codec from GoTo Meeting. ~C

Adam. Tried, logging out then back in stil give me issues. All the stock screens and all the custom screens I created in the October version that need job costing work great. All the stock and custom screens that need job costing in the November version  dont work.  Method support is open.  John M

Am I wasting my time? I've found some posts about report designer only working on pc.  I have a mac . . . is there any way for me to custom design reports?

I just used your <img> tag in my own email template and it worked as well. Not sure why it's not working for you, are you able to see images from any stock email templates? Try using the November version of Method; Go to the Method sign-in page and click the Switch to the November version link on the bottom of the ...