Method Community

[quote user="dottie"]I would like a column with the field Documents in the job list that has all the links of the documents uploaded next to each job on the list.[/quote] You can add a new column to your Job List screen which can have an action, for example, that takes you to another screen which lists documents, such as the Document ...

I am reffering to the job list screen. We have separated our list screens. One list is our customer list and the other is our job list. I would like a column with the field Documents in the job list that has all the links of the documents uploaded next to each job on the list. Instead of going inside each job, I would like to have it automatically ...

Hi Dottie, Are you referring to Job Types table or the Customer List screen? Just trying to understand what you're defining as jobs and how you're viewing them. - Ashur

UPDATE: I just don't think it's possible to do what I needed to do using the basic Report Designer functionality. So....I just created a custom reporting table structure shaped the way I need it, then designed the Report using these tables. At run time, these tables are filled with the selected data prior to the Generate Report ...

The 'Clear All Checkboxes' option on the Refresh Grid action looks promising.  It should accomplish what I am intending to do. Thanks. ~V

Is there a way to add a link to documents that pertain to each job on the crm job list as a document column. This will help us access the document automatically through the job list.

This question came in from John via email - [quote]In the Leads and Contact list screen, the "Last Activity" and "Next Activity" entries, for (what seems to be) recently entered leads or recent updates to existing leads, does not update.  Some are cells blank when there should be a date. Can someone take a look at my ...

[quote user="Blake C"]Is this possible? Can I send in filter criteria for multiple tables in a report?[/quote] No.  Through the Generate Report action you can only filter on one table but you do have access to add a Where clause.  What you might be able to do is filter jobitems on the detail report level? And if you needed ...

Hi Lindsay, Make sure you've performed a Full Synchronization and that the time is up to date. You can check when the last time a full sync was performed by clicking on the QuickBooks tab, then by clicking on the Synchronize tab link. If the time is up to date then check for conflicts by clicking on the Resolve Conflicts tab link. If ...

Hi John, Edit: We don't recommend that users import screens from QuickBooks Desktop(QBD) to QuickBooks Online(QBO). When you import the screens from QBD to QBO, or vice versa, the fields are also copied from that account into the new Method account. That means a QBO user is going to get QBD fields added which causes a mess and ...