Method Community

 Hi Valbon, Thank you for getting back to me. Let me start by telling you my ultimate goal. I need to make a drop down menu on the add/edit workorder screen in Field Servies. I want to call it "Tech Assigned" so that when a job is assigned to a tech, we can select that persons name, and then it will appear on the ...

I have recently noticed that while in designer mode the response can sometimes be extremely slow when making even minor changes to fields. I think some of this may be due to the fact that the designer programme  now appears to be doing publishing when changes are made to actions, but before one actually 'publishes' the changes.  ...

smohyee - I don't believe this is possible right now.

[quote user="Inclusivitie"]I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either get it to ...

Hi Andrea - to help us look into this can you please enable the MethodSupport user in your account and private email me your Method account name? Please be sure to include a link to this post in the email. Thanks you.

Smohyee, [quote user="smohyee"]If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only delete those records ...

I ran a test payment through on online portal. The good news is that the online payment portion worked like a charm.  The bad news is I received the "notice of Payment received" email 16 consecutive times? I don' t believe I edited anything related to this message.  Any ideas?

Method_Chad's reply mentioned the use of the grid checkbox: If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only ...

[quote user="Jason_Silvereye"]OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail?[/quote] Here are a few webinar's covering the concepts that we use to create a mass delete screen. Overview of Method CRM Introduction to Actions - Level 1 (note .wmv ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Item Service Fixed (#3289) - when adding a new service item from Method, the “Expense Account” dropdown list was missing.  This is needed for services that are performed by a ...