Method Community

[quote user="wmousseau"]lost their credit card numbers[/quote] When you say lost is there no information in the field?  By default only QuickBooks can store this information - if you enter this field into Method, QuickBooks with store it and send us back xxxxxxx000 instead of the actual number for secuirty.  There should be no ...

Can you please tell me what type of SQL code Method is based on (i.e. Sybase, MS, Oracle, etc.)?

Using Customer Jobs in QuickBooks it is a nice way to track multiple jobs for one customer.  QuickBooks also provides various reports to help analyze the statistics and profitability of a particular job.  We notice that if we use Customer Jobs in QB, for instance a planting job for Customer Smith and a paving job for Customer ...

  @jnairn We do not recommend that you keep Credit Cards information in Method. Yes we make all possible measures available for you (https - secure website access, encryption and etc) but it will be ultimately your responsibly if you do decide to keep this type of information in your Method account. There are a variety of options for ...

One of the Show Message Action options is "Provide Yes/No option to user?  'Ok' assigns True.  'Cancel' assigns False.".  When the message window appears, the two buttons are 'Ok' and 'Cancel'. Would it be difficult for the Method team to add the ability to change the captions of those two ...

Thanks, Ted. Is this something that you can do? If so, what is your charge?  

To change the stock timing on either the Activity Calendar or your Field Service Calendar follow these steps: Click Customize > Screens Find your Calendar (CRM_ActivityCalendar or FieldService_Calendar) and click copy On step 1 select copy from This Account click next On step 2 rename your screen and click next On step 3 select Replace ...

@jnairn [quote user="jnairn"]I discovered how to create an action, but it's still not clear to me. I've gotten to the point where when you enter the credit card information into the field, it encrypts is as a bunch of characters.[/quote] Yes the action that you described is by design and function that way. Please find the ...

Smohyee, You could use a SQL override here - I hadn't thought of this earlier but it is possible to override what's shown in a grid with this feature. ~C

[quote user="smohyee"]Can I modify the display format of grid values?[/quote] Not at this time, you would have to recreate the field in the table to adjust the decimal places.  See this post. ~C