Method Community

[quote user="walterh"]I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.[/quote] I would like to test this scenario a little more on my local machine before posting a response.  I'll have a post ready ...

One thing that might make a difference is that I'm adjusting the date (Date Add of 1 year) when copying one record and inserting a new one. I'm creating an Action Result first, then if the date field on the row I'm copying has a value (e.g. if it's not empty), I do a Date Add and use that value to insert the new row. If the date ...

[quote user="Blake C"]Make sense?[/quote] It makes sense but I'll have to do some more testing to recreate your scenario described.  In my testing I was using the Insert Records action and I created a blank table with 2 fields, name and date.  I added several records with and without dates then created a button to copy the ...

Thanks Ted, I'll look forward to it. Rolf

Ted, I've switdched to the June version and this is working great now. thanks for the help, Rolf

[quote user="Winston Lo"]can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?[/quote] Anything is possible within Method - if the information is available to us from QB then you can build a custom screen to review/modify/update the information and sync it back with ...

[quote user="Winston Lo"]... through Method, would I be able to assign certain currency to a particular customer account?[/quote] You would first assign the currency per customer in QuickBooks then Method will respect that currency when you create invoices for them.  If you want to assign the currency of a customer inside Method ...

I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.  Also, they both need to be linked to the Enity table.  Consequently, I have half of my leads in the Contact table and the other half inthe Customer table.  ...

This is custom table of mine. The date field is not currently required. The screen where we maintain this data has a Date dropdown that allows an empty value to be saved. I've exported this data and it's currently saved as an empty value. However, in my custom action where I retrieve the empty date value from one record, then insert that ...

[quote user="Blake C"]is it possible to use Shared Results in a Filter[/quote] Yes.  If the shared result is available then it will filter based on that criteria, if not then it will not filter.  This allows you to setup some dynamic filtering triggered by user action on a page - a very cool feature. ~C