Method Community

@JKM You can add butons to print the other 2 reports. You can copy the actions from the default Print button and then modify the actions to print the desired report. If the actions are exactly the same then you can use the Call Another Action Set function where it is needed. 

@JKM If space is a factor to move to the Smart Vault storage, then having documents in two places might not be the best choice. Using Smart Vault has the benefit that you can share / access the stored documents with other applications other than Method.   

Hello, We used to be able to select "Meeting" as an activity type in the New/Edit activity form, but now it's gone. Is this a Method update thing? 

Nancy - great, thank you for getting back to me and letting me know. That's great news. I appreciate your patience. While we're in beta, I expected a few things like this, but this one was a bit more of a mystery than I would have liked! Paul

This question came in via phone... [quote]How can I print the Activity grid?[/quote]   Click Customize > Screens and find the screen CRM_ActivitiesList. Rollover this screen and click the Copy button. On Step 1, keep This Account selected and click Next. On Step 2, keep the screen name as is and click Next. On Step 3, select the ...

Hi Paul, Sorry about the delay, I was traveling for a couple days there.   Followed your guidance and yes, all seems to be working ok, thank you.   I'l let you know if further issues related to this surface but seems good to go. Thank you again for your help.   Nancy

Argh, I'm getting another conflict, this time for an item receipt:  QuickBooks returned an error when adding/modifying a accItemReceipt record. The error was: The "LinkToTxn" field has an invalid value "TxnID=8AADC-1338574687, TxnLineID=8AAE2-1338574687". .    I've gotten the same error for two ...

No. There is a unique reference number on the payment receipt. Also, it is the only payment receipt in both Quickbooks and Method for the customer.   By the way, you're using the term "Bills", but I'm not talking about Bills from vendors; I'm talking about Payments from customers. 

If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen.  My real question is: How do the amounts from Estimates & Opportunities ...

Thank you Dave!!! Totally did the trick. We're back online.  And if this happens again it should recover automatically.