Method Community

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 ...

[quote user="Rolf"]Is there any way one can do this via renumbering, simiilar to what is done in the edit actions windows?[/quote] Yes, if you click on the number you can type in a new position.  Just make sure you press tab instead of the enter button to make the change.  This works the same as the action window. ~C

Greetings, Say i have some items in a estaimate and i create a field called Show, it would be a yes or no.  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?   Thanks! John M

@VLocke - templates don't get synced on a changes-only sync (blame the QuickBooks SDK for not giving us the ability to see if they have a new modified date!). But they should sync on a full sync. I just tried adding a new template, and modifying the name of an existing template. After a full sync they travelled over nicely. Paul

I am working on customizing an invoice in Method.  We are using several QuickBooks templates and need to be able to choose from the template list.  I have added the template list to the invoice.  I can see a number of the templates we have setup in QuickBooks.  Since I began working on this customization we have renamed some of ...