Method Community

[quote user="micheleh"]Do you have any suggestions on where I might start?[/quote] Start with a workflow on paper, define what Method does for you currently and where you'll need extra screens.  Build up a database schema to cover the missing parts in your process then set to building.  I've really simplified this ...

Glad we could help! ~C

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...

I am, for this forum's sake, a telemarketer for my company.  I log all calls I make to our clients, and on some, I schedule follow-up calls.  Now when I schedule these follow-ups, I simply click the "Schedule a follow-up" button and set it for a future date.  Now, when I go back to my calander, I see my scheduled ...

I have a programming background and feel confident I could figure it out but I am hoping for a little direction to get me started. Do you have any suggestions on where I might start? Michele

Thank you for your time and advice; this will help tremendously with sorting out our leads and customers!

"May" version now available The following updates are now available on the staging site.  You can access the May version by clicking "Switch to the May version" when you sign into Method. Gmail Gadget beta - use Google Apps? You can now use Method directly inside Gmail. To join the beta, read more about it here. New ...

Thank you - that is what I was really wanting to know & I think I figured out what the issue is.  The customized invoice screen that I'm using was copied from a QB screen, which does require the validation. The prompt to Enter an Account is set as an action on the save button. Before I delete this action though - can you tell me ...

[quote user="AutumnW"]Yes, there is a validation rule attached - it requires an account.[/quote] This is a problem, you should not have this validation since this field is not in use for QBO.  My Method CRM QBO account does not have the ARAccount field and your stock table for Invoice shouldn't.  If you added this field, ...

[quote user="JKM@SA"]Is this the recommended way to access the designer now?[/quote] The report designer is actually an installed application, once you run it for the first time it should show up in your start menu.  The application is always updated, when you launch it'll always update to the latest version.  Depending on ...