Method Community

If I log an activity for a lead on June 7th, but that activity occurred on May 31st, when I look at the lead list the "Last Activity" field is populated with June 7th instead of May 31st. How is that LastActivityDate field populated in the Lead (and Customer) table? Is there any way to have another field that refers ...

On the Customer Edit screen of a "Parent" customer, we have a tab called subaccounts that shows the associated subaccounts for that parent. So, for company ABC, the subaccounts tab has a grid that has Main Account, Staff1, Staff2, etc. subaccounts shown in a grid (with checkboxes). For these subaccounts, I show various fields in the ...

After looking around, I discovererd that the grid in the Activities List screen had a filter that said "ActivityTypeIsAppSpecific" = "No", and the activities in question had "True" values and thus did not show up. A bigger question is, though, I would rather filter by "IsActive", like what I do for the ...

I created an activity in the mobile screen, and also scheduled a follow-up activity. Both activities show up in the List tab on the mobile screen. However, when I look at the Activity List tab in the desktop screen, I only see the original activity and not the follow-up However (again!), when I export data from the Activity table, both ...

OK, but if I delete the customer from QuickBooks, what happens to historical transactions? Any problems there? Wouldn't it be better to change the customer name in QuickBooks to be somethinng like: "Company ABC - Dormant" and then make the lead name in Method the same as what the customer was before it was dormant ...

I'm looking to have a series of actions where I loop through an invoice table and sum up sales for a quarter. I'll define the following variables: CurrentQuarter - A date function that takes the current month number, divides by 3 and rounds up. CurrentYear - A date function that takes the current year. Let's just say for now ...

The basic structure for the grid is as follows: FOR all the customers in the customers table SHOW the FullName in the first column of the grid SHOW the Certification columns in the next columns of the grid, based on filters outside of the grid for Year and Quarter. Make the table editable so that all customers, whether they are in the ...

I'm not sure exactly what you mean. The Certifications table is currently blank and has the following fields: Fullname Year Quarter Certification 1 Certification 2 Certification 3 Do I need to pre-populate this Certifications table? I was looking at showing in the grid a list of all customers, and their associated Certification ...

I would like to convert some dormant customers back to leads. I currently have a quick-and-dirty screen with a grid that shows me all customers and when I select the customer in a particular row, it sets the active record ID for the screen to be that customer. Below the grid are Sales Rep and Tax Code fields that I can change and then save for ...

If I create a secondary email field for customers in QuickBooks called "Email2", do I have to do anything to have it show up in the Customers table in Method? Conversely, if I assign a status/category to each customer in Method, can I map that field to a custom field in QuickBooks? The idea would be for that status field to be able to ...