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  • Sales Tax Item Change?

    I noticed today that on my Customer Edit screen the Sales Tax Item dropdown included ALL of my active Items, not just the two Sales Tax items I set up - No Tax and Sales Tax. Until today, only these two items were in the dropdown...now all the Items are in there and that's not right. Also, the dropdown text is set to ParentFullName. Sales Tax ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 03-06-2012
  • Re: Reload Page from another screen?

    Hi viret56,  In page A you have to make sure that on the button object, you have the action Go To Tab Link to direct you to the tab link of page B. That action will allow you to specify in the Tab Link dropdown which tab link you want the button to direct you to.  After you get directed to that tab link, page B will be ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-06-2012
  • Re: help customizing view

    so if i already have all the stages added that i want (using the "..." button) and i follow the above steps, will i have duplicate stages? in order to filter, do the stages have to be added in the way you describe above (not using the "..." button).  As for creating the filter, i am following you instructions as above ...
    Posted to Method:Classic General Q&A (Forum) by swm023 on 03-06-2012
  • Re: custom filter by view

    I use online and don't have/need the app Method scheduling and Invoicing.  Is there no other way?
    Posted to Method:Classic General Q&A (Forum) by swm023 on 03-06-2012
  • Re: Web-To-Lead for Applicants

    Ahhh, that makes sense now about the contacts table.  Well this is what we were wanting to do, maybe this will make it more clear where you can then make a suggestion for making it happen. We would like to track applicants (progress, contact, activity, etc.) and then convert them to employees (we actually them team members but I believe ...
    Posted to Method:Classic Web Forms (Forum) by mrjonboy on 03-06-2012
  • Re: Web-To-Lead for Applicants

    Hi mrjonboy, The way that you have created your Standard Web To Lead form was correct. The information that is filled out on the web form will be sent to the customers table. The contacts table is used to store information for additional contacts for the lead or customer so you don't need to send that information to the contacts table. In ...
    Posted to Method:Classic Web Forms (Forum) by Anonymous on 03-06-2012
  • Re: custom filter by view

    Hi swm023,  The Field Services Operations that I referred to is actually the app called Method Field Services for QuickBooks Desktop. if you are using QuickBooks Online, you will be using the app called Method Scheduling and Invoicing.  I hope that this helps.  Ronen  
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-06-2012
  • Re: custom filter by view

    Hi swm023, If you have Field Services Operations installed, then you would want to take a look at the screen called FieldService_WorkOrderList and the actions for the Next Week link. I hope that this helps. Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-06-2012
  • Re: User Email Preferences

    Got it. Then I'd like to request a feature enhancement that allows the user to maintain their own email account password for their own profile. This keeps the admin out of the loop, preventing them from dealing with their users' email password. Thx
    Posted to Method:Classic General Q&A (Forum) by Blake C on 03-06-2012
  • Re: User Email Preferences

    Hi Blake C, As a security measure, the administrator has to create the users username, the initial password, and their individual email settings. After the user gets setup in Method, they can change their own password but not their e-mail settings.   Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-06-2012
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