Method Community

 Um, what happens if I figured out how to do the deletion before you replied and I DID delete the one that came with Method? Possibly my Outlook appointments won't sync up correctly? And how do I fix it now? Never mind. After a couple hours of fiddling around, I seemed to have fixed it. Not sure how, but it seems to be working.

1. Hit the "..." next to the Activity Type dropdown. 2. Select the one you want to delete. Be careful....keep the one that came with Method! This is the one with the description "Typically used to record customer meetings, business meetings or scheduled appointments." beside it. 3. Click More Actions... > Delete Activity ...

Thanks Dave!

Updated Transaction table AmountForAccountBalance  - The Transaction table now has a new column called "AmountForAccountBalance". This gives the debit (as positive) and credit (as negative) balances for all accounting transactions to help total up the balance of available transactions. Note: The transaction table is ...

I somehow ended up with two entries for "Meeting" in my Activity Types. How can I delete one of them? 

Greg - just to give you some insight. We release updates very regularly, as you know. One particular update was on Friday, where the version that was on the "staging" site since April came onto the live site. Somehow this issue evaded us and all the users on the staging site for 2 months....I really don't know how.  What we did ...

[quote user="Wavetec"]Was there a recent change and if so WHY?[/quote] This issue has been resolved, please log out of your account and log back in to see the change reflected. ~C

I have a TEXTBOX on a screen we've been using for a while now, and just recently it will not allow us to put in a network address into the text. i.e. "the log file is located at L:\logs"  I can put "L logs" or "L:logs" but as soon as I use a "\" it errors.   Was there a recent change and if ...

[quote user="John M"]Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?[/quote] Yes, you would need to adjust the print template through the report designer and add a formatting rule to exclude Show IS False.  If you open the report designer and look ...

[quote user="Bryan"]...but I am looking to have a list of selected "Contacts" under any given "Campaign". Is this possible?[/quote] From the edit customer screen under the additional info section tab you have the option here to select a campaign.  When you add a customer to a campaign they will be visible when ...