Method Community

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

Hi Rolf, I'm just doing a little testing before I reply back to you on this.  I'll post my response shortly! ~C

Some further clarification: I need the Sales Rep field for the Main Account contact in the Contact section of the customer detail screen to reflect my changes. I also need the new sales rep to be populated in a new invoice/sales order. Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the ...

I changed a bunch of sales reps for customers by exporting the customer table and then re-importing. At the time, I looked at a few of the customers and the sales reps for the "Main Account" job types seemed to have changed fine. However, looking at the accounts/file export today, it's clear that these changes didn't ...

Hi, We’re in the process of finally going live with Method, and have a significant  number of highly customized screens and tables.  I understand the recommended way to do this is with  a new account and copying the customized screens to it.  I’ve played with that a bit, and am looking for some feedback on my ...

FYI - planned date for the October version hitting the staging site is October 25th. Paul

A big thanks.

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...

@MrDigitronic - Method creates a new Google Calendar, one per Method user. That Google Calendar syncs with the user's calendar in Method. In your case, I imagine you'll have your User setup as the crew leader. So for each crew leader you'll schedule a work order in Method, and it will sync to the corresponding Google Calendar. In ...

[quote user="Martin"]How can I get this working?[/quote] Hi Martin, Our warehouse app was retired due to QuickBooks filling in the inventory management gaps with QuickBooks Enterprise Solutions 11 and 12.  There's a little more detail here from a post earlier this year. ~C