Method Community

Rob, What you are looking to do is possible in Method it would just involve some customization of screens to organize the uploaded files to better suit your particular needs. Some users may have already done something like this and may provide great insight :). -Michael

James, Looking at the opportunity table a lot of the data about the customer/contact is obtained through linked fields. If you are looking for the customer name to be displayed in the SalesOrder table, you can link the Name field into the SalesOrder using Customer. -Michael

 I am also experiencing this....Fran

Hi Lance, I am going to have to confirm that and do some tests. I will get back to you on it. -Michael

Greetings, I want to keep track of my time on the jobs and from i have learned i have to be a employee in quickbooks to do this. .  I made myself a employee and toled quickbooks that im a owner.  When im in method, i enter job cost into the work order and all the job costing date works great. Quickbooks toled me to go to banking and ...

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