Method Community

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 ...

 Fix installed and verified. Thanks.

What would be the best way to assign the to (user assigned to case) and from (user that assigned case) values in the Send Email action?

I had the filter in the wrong area...Once I corrected that it works!!!   Thanks very much!