Search
-
Hi gfoxjr,
Although the Necessary Tables and fields still exist in Method:New for document uploading, we currently dont have an app available to upload documents in the same way you could in Classic.
This is on our roadmap however, and we are intending to reintroduce Document uploading at a future date. Make sure to keep a close ...
-
Hi Alex,
From Method Classic, the Invite emails will show up in the invited users inbox as having come from 'Support@method.me'. Our internal servers here at method utilize Google for Business, a service which is blocked in China, which may be the issue here.
If you could let me know the name of the user, I would be happy to forward to ...
-
Hi Chris,
Was there something in particular you'd like to know more about with the Web-to-Lead app? Ill be happy to answer any questions!
If you were looking for more of a general overview, you can find the help centre Article and some helpful videos HERE.
Thanks Chris.
-Ben
-
Hi Sam,
The ActivityCompanyName field is actually auto-populated from within Method, based on the Entity's Company name for the contact the activity is for. This field is used by some back-end logic, and is not typically intended to be seen on-screen within the stock apps (not that there would be any problem with you adding it ...
-
Hi Maureen,
Field Services for Method:New is definitely on the roadmap for us. I cant give an exact ETA on its availability, but its certainly in the works as we speak.
-Ben
-
Hi there Maureen,
I cant personally say what device the would be 'Best' for field work, but any newer generation Phone or Tablet (with SIM card/Data Plan) should give you no grief!
Perhaps you could swing by a BestBuy (or any electronics retailer that has demo models) to test out how Method Looks on various devices?
Maybe ...
-
Hi FurryWombat,
You got it. The IsFullyInvoiced, and IsManuallyCosed fields cannot both be TRUE simultaneously. IsFullyInvoiced is conditional on the fact that every line of the transaction has been invoiced. So if you have a Sales Order with 2 line items for example, and fully invoice both line items (at which point the SalesOrder ...
-
Hi FurryWombat,
Short answer - Yes, QuickBooks closes fully Invoiced Sales Orders.
On the QuickBooks side, A Sales Order being 'Closed' and 'Fully Invoiced' are seen as two different statuses both ultimately representing the Sales Order in Non-Open status.
For example, if you create a sales Order in ...
-
Hi Justin,
Sounds like most of what you are doing sounds correct, but I have an idea what might be going wrong here.
How are you actually adding the dropdown object to the screen in question? It sounds like you are adding a generic Dropdown, and configuring it to reference your 'Customer Discount' field. If ...
-
Hi Mahlon,
Good catch on this one. Im also seeing that the opposite of this bug is also happening. That Being, A DropDown that is enabled on Screen load, and then Disabled by onscreen actions shows;
Colour as Enabled(White)
Still allowed to type in the field, and the search will return results
The Dropdown arrow itself will be disabled ...
|
|
|