Method Community

Setting up Shared Records allows managers and other team members to view and/or edit each other's customers, activities, and transactions. In your case it would be limiting the records your users have access to only records assigned to them. If you would like to learn more about shared lists check out the following link from ...

Hi Lisakay, Just wanted to provide some more insight regarding this request. If you limit a users access to records it limits them across the board, so it wouldn't affect only the Leads or Activities screen, all records on all screens will be limited to that user only. Additionally, if you already have a large amount of leads that you ...

Yes you can do this by first ensuring your Users are added as Employees in QuickBooks or Method. I see you already know how to limit users record access so the next step would be to link your user to an employee. Edit the user's settings by going to Customize > Users then click Edit... next to the appropriate user. On the first step of ...

Seems like you know exactly what you want, however from what you've described your best bet would probably be to use Method for all the customization. QuickBooks is not too customizable and if you choose to use it for the Accounting portion I'm not sure you would be able to get what you're looking for, i.e. custom Method fields sent to ...

No this looks very good, and if it works as you want it to then by all means keep it. Great work!  - Ashur

Hello, I am trying to figure out how to recieve leads then assign those leads to another user and have that user be able to see the lead in their list. I don't want them to see all of the leads just ones that I assign to them. I know where to assign "Access to Shared Records" under users but I don't want them to see all of ...

Yes we will be using Quickbooks for the accounting portion.  As far as the relationship between the Sales Reps and the Subs go, I will try an give you enough detail for a foundation. We will have several Sales Reps and each rep will have several Accounts (Acct). Our Acct will provide us leads.  Those leads will be assigned to a Sub. ...

Here's what I did: Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button. Anyway, upon clicking, the actions that occur are: Uncheck "Wait for Sync ...

Hi MikeB, You can definitely use merge fields in an email template but what you're looking for can't be done. That's because Method has no action that exists which calls to open up the edit screen of another action. One option you have is to copy the NewActivity screen and edit the Choose Template drop down object. View the ...

To clarify, I already have the button with the uncheck of the "Wait For Sync Approval" action. I just need to add the email action with (hopefully) some customization.