Method Community

[quote user="bobbie56"]my screen looks different form th ones on the webinars.[/quote] Our webinars were recorded with an older version of Method so your screen is up to date. [quote user="bobbie56"]On the webinar these words are to the right of the words?[/quote] They're now on the left but they have the same function. ...

Hi viret56, This is quite a sought after function which has been brought up by MethodCRM users in the past. There is currently no way to implement that type of logic, however the October version of MethodCRM will have a "Clear all checkboxes" option on the Refresh Grid action. The new version should be available very soon, check out ...

When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.

I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well. Is this possible? Can I send in filter criteria for ...

Greetings, If i want to move from qb desktop to qb online, would i still have to start from scratch with Method with all my custom work?  Thanks, John M

I would like to perform an action while looping through checked items in a grid.  I would also like to uncheck the items once finished, thus preventing the user from forgetting to uncheck the items manually.  Are there actions to allow me to check/uncheck the grid column checkbox while looping through the grid? ~V

Hi Chad, So I have watched another webinar on customization and it seems that my screen looks different form th ones on the webinars.  In my "customize" thne "screen" tab - all the screen choices have a 2 or 3 little pictures of paper with the words "copy"  "view" and sometimes "edit" to ...

[quote user="Rolf"]Where would I find that in Method?[/quote] It's definitely not part of our stock screens so there might be a reason why.  I've asked a team member here to clarify and will post back. ~C

I was unaware this was a DevExpress tool...I'll have a look there (and their forums) for details on getting access to the "current" record ID for a report. Thx

In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method.  Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment' thanks, Rolf