Method Community

Blake - while it is not available now, we'll soon be syncing with Google Calendar. This will come out on the next version of Method, later this month. See here: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214 Now, I don't know if it's going to solve your problem, ...

Hi - this is the area that I got messed up I think: Please take note that the action relies on the logged in user being assigned as a sales rep so the initials are available from the session.  There are 2 places you need to make this change: Click the tab group drop down to the left of your username and switch this ...

[quote user="Blake C"]Is there any way to make the Method activity calendars for each user public and accessible via a iCal or HTML link?[/quote] Not at the present time - the calendar object is only for use inside Method.   If you wanted to do something like this you would have to use our API to export the data from Method and ...

Yes, we are... that's great, thank you.

[quote user="jeremy"]It still says Job Opp #2[/quote] Where do you see this? In the example code I gave you your new opportunity screen shouldn't have an input field for opportunity name, this area should be filled with when the page loads.  Does this happen?   I suspect you're seeing Opp #2 from the Opportunities ...

[quote user="Rolf"]When deleting screens the Delete message almost never goes away[/quote] Rolf, Could you describe your process a little more so I can detail this for the team.  I'm not sure what you mean by the delete message almost never goes away?  I can delete screens fine from Customize > Screens and the delete ...

[quote user="MichelleSFI"]Ok, one quickquestion then:  do QB custom fields link to Method[/quote] Assuming you're on QuickBooks Desktop then yes, they do sync. ~C

dottie, Instead of using an existing field it makes more sense to just create a new field for your customer table.  Edit the table for customer and add a new field type of drop down for project managers then you can drag out the new field to your custom screen.  You'll probably want to add this field to your new and edit customer ...

It's been a while since I've looked at the stock Method screen grids, but the Qty field in the grid likely has custom actions added to its LoseFocus event that does the Qty X Price = TotalPrice calculation.  Also, (triggered on postback) each grid has a before/after Edit and before/after Add function where you can add custom actions.

Regardless of the raw data entered/saved, I think you can override the display of the Qty number using the SQL Round function to simply drop the decimals off, leaving the whole number. That may be a bit confusing, though, should your customer enter a 2.5 for Qty, refresh the grid, and see a 2 in the field b/c of the rounding.