Method Community

 Thanks LaCrews, we'll take your suggestion into consideration :)

 Hi Jonp, Thanks for your feedback, we've already implemented it! If you take a look at our Webinar posts you'll see the time attached for yesterday's - Webinar 30. Keep the feedbacks coming.

 Hi Cindy, When you say you created a report, do you mean you used the Method Report designer to show you a list of Leads? If this is the case then it's working correctly, in that it is just showing you the Leads that matches the criteria. If you would like to create follow up activities, then you need to do customization to a ...

 Hi SavageJim, You need to create an association between the tables before you can use the 'Add a Linked Field' option. So for instance, you have Table A and Table B, you then have to figure out something unique that links the two tables. For example, you can add a dropdown field to Table A, 'Full Name' that contains ...

 Hello, We're looking into this and will get back to you as soon as we get some update.

 Hello Ian, Check how far your transaction history goes back. You can specify how many days in the past you would like for your invoice to go back to.  You can refer to the following post for more on transaction history: http://www.methodintegration.com/cs/forums/p/164/433.aspx#433 If the above doesn't work, then you would want to ...

On Wednesday, July 21st @ 1:00pm EST, Valbon will take you through a customization scenario on how to filter screens by the QB sales reps. He will then create groups/roles that allow both the sales reps and a ‘manager’ type role to view only information they need.  This webinar will take place live but will also be recorded and ...

 Hey Andrea, Glad to see you are playing around with customization. If a user makes a change in QB, we cannot make an action run in Method just by the sync. You would need to go back into Method and click a button to start the action sequence.  A thought that I had was; (all of this is done on the customer list screen) 1. Create a ...

We have held a number of webinars in the last year and based on your feedback, everyone seems to really like them. We believe they would be even better if you were involved in coming up with the webinar topics, so it's time for you to tell us what you would like us to cover in future webinars. You are probably working on a customization ...

Val - Shelley replied with the following:   I am getting myself mixed up between the "entity" table and the "customer" table. I did log out and start to find some of my missing fields after logging back in. I am very concerned that I am duplicating fields in "entity" and "customer." When I ...