Method Community

Gary, I am going to have to look into this for Sales Orders the field isn't there and it doesn't look like it can be linked. I will get back to you on this. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

I think I am missing something simple.  I am using Enterprise v11, and I have set up a custom field in the "Additional Info" section for the Customer.  This field is entitled "Industry."  In Method, this field now shows up in the list of Customer fields to be added to a screen.  I ...

 Thanks.  I think I figured out how to do the invoice but I don't see the [IsPrintItemsInGroup] field in the sales order field list.  Do I have to select another table of fields before I start working on the template? Which one(s). Thanks, Gary

Hi Gary, You can use conditional formatting to get the results you want. General Info: Formatting is set by clicking on an object and in the property grid (bottom right) editing the Formatting property (It will say (Collection) and if you click on collection you should see the ... to ...

Please advise if this issue is already addressed somewhere. When we create estimates in QB, we often create custom group items which contain a bunch of underlying items.  The description of what we are selling is put in the description for the group and the underlying items are only for internal costing use.  We do not ...

Hi Lance, Try this again now. It should be working. -Michael

Hi Jennifer, I have added this as suggestion to be implented in Method. Currently if you want to have this at the customer level you can add a grid to the DocumentLinkLibrary table. I would recommend taking a look at the CRM_EditOpportunity screen and reverse engineer the documents section. -Michael

Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10.  Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we created a test environment.  I think you'll really like this.  Just ...

I am getting our system all set up for our customer and I really like it so far.  It is very easy to use for the employees that are new to databases and not so tech saavy.  I would like to know (as my previous database systems allowed this), if there is a way to add attachments to a customer file?  The reason I am asking is that we ...