Method Community

 What field in the Customer table do I use to only pull LEADs into my report?  Do I need to set parameters on the field?  New to reporting tool. Thank you.

We set up multiple recurring tasks for our clients' bookkeeping needs.  We normally edit the status, make notes, etc right in the Activities list grid.  When we do that, for instance mark a task complete, it changes all the following events to completed.  If we update the description, it updates it on all the future ...

Hi CatWineUSA, I have some additional information to add to my response. For 2, make sure that you also increase the "Size" for the Test type field to accomdate the information when adding the field to the table, that you click on Edit on the field within the screen designer, and that you add that information to the ...

Hi CatWineUSA,  The first thing that I would recommend for you to do is to review the webinars that can teach you how to customize Method under the heading of Customization here.  Here is my recommendation for the following requirements: 1. "Best Selling" "Pour Wines" and "Other Wines" (dropdown) To ...

Hi Rolf,  For 2, can you please give me some examples of the results that you are getting that are incorrect? Ronen

Forgive me, but I'm doing this for the first time.  I want to make some changes to the customer (and lead) screen and mobile customer screen.  Specifically, I want to add the following fields:  Best Selling or Pour Wines (drop down) Other Wines (drop down) Store Hours Primary Contact Hours Key Staff Names I'd also like ...

Ronen, I just had the same thing happen on a different section.  It appears that if you add blank rows to the end of the screen, and then delete some, the 'deleted' ones move to this new extra screen area, and can't be removed. Rolf    

  Hi Ronen, This has only happened in the first section. The number of rows varies, but never exceeds 15, which unfortunately, is the maximum allowed.  However, in testing it a bit more, I've found that if I add rows to the real section (only possible with the section on ;'show', as indicated previously) a few rows were ...

Hi Rolf, I have some questions: 1. How many rows are you adding to the first section? 2. Does this happen only to the first section or to the other 9 sections? Ronen

Aaron Is your merchant account setup to receive AmEx?  You'll need to check with intuit merchant services.