Method Community

Hi Craig, Assuming your screen is based off of the Customer table, LeadRating should be selectable under "Add Fields" in the screen designer, unless it has already been placed on screen. Is your custom screen based off the Customer table? - Justin

Hi Alex, I would recommend not touching this, it may cause issues. - Justin

Hi EED, In QuickBooks and Method, Customers and Jobs are considered "Entities". To create a Job of a Customer is to create a sub-Entity of a Customer (or essentially, sub-Customer), so the name of a job is stored in the same Name field that a Customer's name is. Every Entity/Customer in QuickBooks has a Primary Contact ...

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...

Hi rpoirier, You can manipulate the position and size of controls by changing their associated X and Y values. There is a section for this in the Property Grid, which is the bottom-right panel of the Report Designer. Just click on the control you want to change and you should be able to find this in the Property Grid: Hope this ...

Hi BuegeCJ, I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums. A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know ...

Hi GetRXd, You can use the Conditional Warning action to do this. Here, the Conditional Warning action is checking if the value in the Opportunity Name field is empty (more specifically, "equal to <blank>"). If it is empty, the specified Warning Message will be displayed to the user and no more actions will get ...

Hi Alex, I can't find this option in any other table than Activity, you say you have this in a custom table? - Justin

Hi pdx971, When updating a case using the Edit Case screen, you can use the Save Case function on the Save button to save the case details without adding an activity. This will prevent a new entry in the Existing Case Dialog. Alternatively, if you are adding an activity without comments (and thus ...

Hi Matt, Not at all, I was just asking so I could get a better idea of your workflow. I'm going to create a case for one of us to reach out and take a look at this over the phone. We'll be in touch. - Justin