Method Community

JamesQ, I had the same problem, When I am in Opps or Cases screensor any where else it has a drop down list, it only showed the master job and the sub job and i could not see my sub jobs. So what i did i created a new screen, modified the drop down list to show me the master and sub jobs.  I had to do this in Opps, cases and activities ...

I am a previous user of SugarCRM and felt like it had a good mechanism for a file repository solution.  Also have used SharePoint quite a bit in the past.  What I am needing is to find an effective way to store information in Method, primarily PDF, Word Documents and Excel spreadsheets.  It seems there are too many screens to ...

I was examining the New Opportunity screen and I was surprised to see that a lot of data appears to be copied from the Customer table into the Opportunity table, rather than just remaining as related and displayed via query through the relationship. I want to make sure that I understand that this is the correct way to proceed. For example, I am ...

Thanks, whatever you can let me know will be helpful. I copied the customers table and created a screen which shows me Name, Company Name, Full Name, and First Name so that I can make sure I am seeing the data correctly. For every entry that I imported, I have one record where Name = Company Name = Full Name.  This is fine, it is what I ...

Michael - Apparently my daily full-sync that is scheduled for 7pm did not happen on Sunday night, 8/29. Yesterday I did a manual full-sync and the YTD sales field populated this morning! I'm not sure exactly how that would cause the problem, but it is fixed. Thanks for your help! Birch

Sorry, the sync engine still is not populating the ItemReceiptLine.LinkToPurchaseOrder field. It's still wiping it out as far as I can tell. It's linked in QB but not in Method. Is it working on your end?

James, 'Customer A:Job1234' is the format that Method display jobs of customers, as for creating a new opportunity let me look into this. -Michael

Method does work quite while on Chrome.   -Michael

QB is set up as you would expect: Customer A - Contact - Jane Doe: Job1234 Job5689 Job4568 Customer B - Contact - Joe Blow: Job8956 Job5689 Job5642 etc If I look in the Customer table, I should see two customers - A and B   But after syncing to Method, my Method Customer table looks like this: Customer Name: Customer ...

I am trying to create a new lead, but always that i click on "New lead" button, I got the folloiwing message: "Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Lead'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may ...