Method Community

Thought I would share an update on getting UOM on my Estimate and SO line items working correctly... When syncing with QB, Method was having a conflict trying to map 'By the bag' or 'By the gallon' UOM. It was trying to map and sync the UOM on an Item using these phrases rather than the 'bag' or 'gallon' ...

SWEET! Thanks so much, constructively might help in an update to put in parethesis (active and inactive) but reading it now that i know it, i kind of see to you guys that's probably common sense but I couldn't figure it out!

John- Thanks for posting that link, it has a lot of resources for report designer. -Michael

MisterBill- Choose the Shared Customer Contacts filter view on the customer list screen, it should display both active and inactive customers. -Michael

MisterBill- It could be that you do not have your Activity Status Type setup correctly for your Activity Statuses. To change this go to the New Activity Screen and click ... next to the Activity Status drop down. In the window that pops up make sure you set the correct Activity Status Types for each Activity Status. The last activity field is ...

Mark- I was able to duplicate this. I will create a ticket for this and update this post once the issue is resolved or when i have addtional information. -Michael

Lee, This is John M. Sometimes I will help out with quesiton on here. I dont work for method.  Go to this blog and it will help you download it and it will teach you about reports as well, http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx John M

Is there a way to make method display ALL customers both inactive and active at the same time?

so i noticed under leads, and customers even, the last activity field is not displaying correctly.  So in leads, i pulled up a lead i had an email activity with on december 1st but on the dashboard "leads and contacts" list area under last or next activity it is both black but if you open her up as a lead then click the activity tab ...

HI Michael, My client is new to Method.  They cannot find the report designer or the SalesDashboard.  I was unsuccessful as well.  Please advise. Thanks,   Lee