Method Community

Hello Mike,     Yes, the LeadRatingRecordID field would be linked field through the Entity field.  It then should be available in your filters and sorts. Greg

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg

Hello Mike,    This is certainly doable.  I can break it down.  > The Lead Rating Record ID (ie. LeadRatingRecordID in the pick) is from the Entity table.  In the picture, I added the field to the contacts table to have it available. > It does seem you would be better off creating a filter instead of a button ...

Hello,    I am unaware of any workaround.  It looks like the Microsoft Office Customization Installer allows third-party apps to be installed in Outlook.  I did a quick search and didn't find any alternatives. Greg

Hello,    With the default screens, we do not have inventory management capabilites.  It can be done with some customization depending on your needs.  We do sync with Advanced Inventory, but in a limited capacity.  Check out the page on Advanced Inventory if you have this QuickBooks add-on.   I hope this helps, Greg

Hello Erik,      Method has the ability to send emails to multiple people in the same company.  When a contact for a company unchecks "Opt Out Of Billing?" in the Edit Contact screen, they will get invoices sent to the company from Method.  This way multiple people from the same company can receive the same ...

Hello Josh,    I'm not sure what happened.  Give Method support a call (1-888-925-6238 x2) and they can take a look.  You can also email support@method.me.  It's a problem I can't diagnose over the forums.   Greg

Hello Josh,      In cases like these that are called into support, I would have to take a look at the Audit Trail both in Method and QuickBooks.  They would say what happened to the invoices.  Its unusual to have less customers when import updates. The common mistake is to add records instead of updating them.  ...

Hello Mike,   I had done the above screenshot to show the value of each field when a customer is selected.  You do not need to put the EntityPhone field on the screen or manually enter the number.  The work order record (ie. activity) will populate the number automatically once you populate the customer drop down.  The phone ...

Hello Josh,   There are two ways of updating many records at once.  You can do an import update or create a screen to mass update the records.  The import update would be the best and easiest way of performing the update you need to do.   All you would need to do is export the RecordID and your custom field.  ...