Method Community

HeatherQ- If you edit the Customer List screen you can add the LeadSource drop down to the screen. By default Method doesn't have any reports on lead source. Based on the kind of report you are loooking for you would need to link the LeadSource to the Invoice table based on Customer and then you can create a reports on the invoice table and ...

I need to be able to sort by leadsource, get quick reports on dollar amounts according to leadsource, etc. Having it in an easy accessible screen would be helpful.

HI HeatherQ, Its not possible to add a screen within a screen, but you can display infomation from the leadsource table(screen) in the Additonal Info section of the Customer list or have the leadsource screen pop-up by clicking a button. What exactly are you trying to do and why, i may be able to point you in the right direction. -Michael

How do I add the screen "Leadsource" under the tab "Additional Info" in the "Customer Center" section?

Hi Michael - Thanks for the conversation and posts. [quote user="m.mehr"]I cannot figure out how to have each time tracking entry be on it's own line on the invoice.[/quote] This sounds like it is going to be resolved with a new report that will display the time details on the Invoice report. A new wave of reports will be in the ...

That fixed it, thanks.

Hi Mark, Try performing a Full Sync in Method by opening the Sync Engine and going to Synchronize > Full Synchronization. Also try going Customize > Tables / Fields and click Edit Fields... for the Sales Order table and then Finished Editing Fields. -Michael

I created a Sales Order in Method and as soon as I entered the company name and hit tab, I got the following error:   I am using Right Networks with Quickbooks 2011 Premier and Method sync engine. What do you think I should do?   Thanks, Mark  

Hi Steven, There are a couple of ways to do it. You could retreive values from the screen for the case and assigned to and use that to create an action result with all the details and attach it as the body. For the To email address based on the assigned to you can pull that users email from the users table. -Michael

I had a calendar appointment in Outlook that was synced to Method, but without any Method details.  I then added the Method details from Outlook but cannot see any updates made to the corresponding entry in Method.  I can see the Method tags in the body of the Outlook appointment, and when I click on Method Appointment Details I can see ...