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So I imported a file with RecordID and ProbabilityPercent (I'm updating probability percents).  Everything imported properly but in order for my pipeline to calculate properly I have to go into each individual opportunity record and click inside the ProbabilityPercent box.  This defeats the whole purpose of doing a mass update. ...

Hi wmcfall, To assist you with question 3, I recommend that you look at the `Send Email` action which is very similar to the `Email Work Orders` button within the `FieldService_WorkOrderList` screen. If you need further assistance with how to make the action work for you, we have a consulting service that is available, and we can configure that ...

Hi Method Team, I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into the chart wizard once it has ...

Hi viret56, A few years ago, QuickBooks developed the ability to add multiple ship to address for their customers.The QuickBooks SDK though, doesn`t allow any developer the ability to transfer over multiple ship to addresses for the customers and that is the reason you don`t see that functionality in Method.  The only way around it, is by ...

I figured it out, had to go into the report writer. Is there anyway to get the report writer to save custom palettes between reports?

I have copied over the home dashboard screen and when I edit the report objects I don't see the option anywhere to change the colors. I have already changed the default colors of my site as a whole and they clash with it pretty horribly now . If you could point me in the right direction I would dearly appreciate it. 

Hi Sam, Every table must have a record ID…but it won't appear as a listed field under Customize>>>Tables / Fields because it's just assumed it is there. You should be able to see this field when you customize the screen from the tool box displaying all the fields or somewhere on the screen if the field is already in use. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header.  Clicking on the header will launch the edit ...

Resolve Conflicts improvements The following update are now available on the "January" version of Method. Resolve Conflicts - The More Info link now shows you more readable values from the conflicted record, instead of the raw values.  For example, instead of showing you "CustomerRef=4", you now see "Customer=Bob ...

As per the notice we posted yesterday at www.twitter.com/MethodCRM, some users will see some downtime today at 9:30 PM Eastern time. It could be down for as long as 30 minutes, but we're hoping for less. This is to upgrade some servers to give them more firepower. Paul