Method Community

Is there information anywhere that can tell me how information from quickbooks is named/stored so that when trying to do actions I know where to pull the information from? I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks. Thank you!

I am having a similar problem with a copied screen. I too tried deleting the screens I made and it did not fix the problem. I also watched the webinar about changing screens which also did not help me with my issue. Hopefully someone on this forum will answer. It seems like a very basic issue.  

Ok, so I created the new drop-down field (not sure where it is now).  How do I customize my leads screen now?

[quote user="Jason_Silvereye"]OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail?[/quote] Here are a few webinar's covering the concepts that we use to create a mass delete screen. Overview of Method CRM Introduction to Actions - Level 1 (note .wmv ...

Hey Bill, The first step when using the Outlook Plug-In is to search for the client, of course if this is  new lead, you won’t find them. That is when you can select the "New Contact / Lead / Customer / Vendor.." button located in the top right section of the search screen. You can choose to enter in leads, customers, ...

Hi Cindy, Can you try dragging the fields you have in the Group Header section into the Detail section? Usually labels are added to the Group Header section to denote the name of the fields in the Detail section. Try this out and let me know if it helps. Also I'm not sure where the 'Filter String Editor' you are referring to is ...

 Hi Cindy, Just want to add, if you are looking to add all activities then please take a look at webinar 8: Introduction to Designing Reports Level 1. There is an example how how to show all activities, this might help you figure out what is missing. To view the webinar, use the following link: ...

Thank you so much for your assistance. I will be trying out the firs option. If I run into trouble i'll letyou know.  

 Hi Mike, I have some good news for you; we have a fix! We've made some changes so from now on the user's language preference, which is built into the browser, will be passed to the report when it runs on the server. That way it would recreate the environment used when designing and previewing in the Report Designer. You can use ...

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -MIchael