Method Community

We usually have many jobs under each company, we work with. In order to identify each job, we create a job # for each individual job within each company. Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?

Hello, Is it possible to process checks/e-checks through Method or only credit/bank cards? I am using a customized version of the QuickBooks_ReceivePayments screen and the Account and Routing number fields are included and set to be shown in the Process Credit Card Information section, which opens when choosing to ...

[quote user="dottie"]Any advice how this can be done?[/quote] Yes, the best way to do this would be to build a set of actions for the Text Change event on the Job Status drop down. I think you're familiar with copying a screen so I'll skip that step here. With a copy of the CRM_EditCustomer screen you want to look for the ...

[quote user="Method_Chad"]I'll put your suggestion in to the dev team to add that field as hidden by default but until then you'll need to customize the screen on your own.[/quote] If we get more requests on this suggestion we'll consider adding but at this time it has not been brought up before. ~C

[quote user="Jcamp0123"]For the purpose of looking up completed activities, another column that would be helpful would be the Completed Date[/quote] Hi Justin, You've got the option to add this column through customization if you wanted.  You would need to make a copy of the CRM_ActivitiesList screen first following ...

The updated version of the activities list does allow the additional filtering that I was looking for in being able to lookup completed activities for a specific user.  The optional columns make a variety of other filtering options possible too.  For the purpose of looking up completed activities, another column that would ...

[quote user="Dave"]How can you detirmine which filter is currently active on a grid?[/quote] This information isn't stored in a session so there would be no way to determine which filter you're on.  I've submitted a suggestion to the team here to add this information to the Get Value From Screen but I can't tell you ...

Hi Valbon, The font we currently have installed can be found here:  http://www.paratype.com/btstore/fonts/MICR.htm.  However, if you would like to use the Adobe one, that would be just fine as well. thanks, Rolf

I would like for only one employee to have access to the drop down selection closed job in the edit customer screen, which is in the field Job Status. The job status field has various drop down selections such as awarded, in progress, pending, closed job etc. I just want the closed job selection to be available to only one specific user name and I ...

Hi Rolf, I'll bring this request up with our team and respond back to this post. I did manage to find something available by Adobe (for sale) if you are interested. http://store1.adobe.com/cfusion/store/html/index.cfm?store=OLS-US&event=displayFontPackage&code=1500 Thanks.