Method Community

Greetings, Method Feb version> New activity screen CRM_new activity template crmQB desktop #390> comment section When creating a new activity, I cant write in the comment section even after i tried saving it.  After saving i go to the activity list screen, choose the activity again and then it takes me to the edit activity section ...

 I looked at the detail header in fieldservice_workorder and it does not contain anything for the contact information, only company name. I added the fields for the contact information to a test report and nothing shows. i have data in those fields in my customer list. Any ideas?

Hi There, What will happen if one customer makes another enquiry and use the same email address he used before? Will Method create another lead or update the existing one? Thank you!

Hi there! I have a small problem. This is second time today that my lead form just goes AWOL while I am still designing it :-( I create a "standard" web to lead form with advanced options... then when i get to the step where i edit some field descriptions (and i don't change or use any functions etc, basically just hiding some ...

  I can only do expense accounts and thats it.  I am thinking when you guys programmed this page you only wanted expences.  John M    

Hi John, I was able to replicate this. Seems when you update or save it doesn't like the COGS for some reason. I'm able to use other account types though…what about you? Let me look further into this before I post back here. A temporary solution is for you to create these particular bills in QB…they'll still sync to ...

Hi cpitts, Ronen's right, you'll have to edit the grid in order to add the field. If you make a copy of the Invoice screen (sounds like you had this part done) you can edit the grid and follow the wizard until you reach step 2 of 9. The grid is found under the Existing Invoices section displayed as InvoiceList. You'll be looking to ...

Hi There!   Would be cool if you can maybe please have a easy way to "watermark" the input fields :-) Just a suggestion :-)   Enjoy the day!

42455 Test Rajni - This is the Name in Customer Table, which i'm getting as result with MethodAPISelect_XML method when i try to insert into Opportunity table(MethodAPIInsert Method)...this is the error i'm getting Array ( [MethodAPIInsertResult] =>  42455 Test Rajni could not be found as a possible value to insert. ...

Greetings, Method Feb Ver> Bills: TemplateOnlineCRMWQBDesktop #112> Expences lines> I did a cost of good sold account, enteted the cost, put note in the memo field, chosed a customer, made it billable, chosed a class and i get a error message. I also see the delete line is missing but that could mean i only have one entry and i am ...