Method Community

pdirect, If you edit the grid in the customer screen you can add the CustomerType column to the grid and use the grid filter to search by specific customer type. You can even set the CustomerType column's advanced options to make it hidden when it first loads. When you set a grid column is hidden clicking on the gear at the bottom of grid ...

I know I can check that box, but the point is that the box should ALREADY be checked by default as too many times the reps forget and don't check it.  This box is checked by default with the Outlook integration tool, so why not have it checked by default in the Method web interface? And I know I can customize the the screen, but I try to ...

pdirect, To create a customer as a lead you do not have to go into the advanced search options, you just need to check the Is Lead Status Only checkbox under additional info. If you customize the screen you can have it automatically default to checked by setting the default value for that checkbox or moving that checkbox to the Address Info tab ...

Is there a way to increase the number of records displayed in a list to something higher than 10?    

I know this is an old post, but I'm lookint to filter the report by a certain REP (not user).  Is this possible?

It might still be winter, but here at Method we’re already gearing up for and looking forward to this year’s Scaling New Heights Conference, taking place in a few short months. From May 23-25, 2011, the third annual Scaling New Heights Conference, presented by Joe Woodard, will bring together QuickBooks ProAdvisors and Intuit Solution ...

When I open the default ItemInventory screen, it does not show "on hand" inventory count.  Is it supposed to show this data?  If not, it should!

Do activities entered using the Method html pages sync back to Outlook (usin the Outlook Integration app) or do activities only sync from Outlook to the method html pages?  i.e. is the sync bidirectional?  I don't see the activities syncing from the web to outlook, but I wanted to make sure this was as designed.

Hi Andy, I’ve actually run into a similar situation where the print preview option does not always reflect a true print preview. Can you do me a favour by saving the report and running it in Method? Does it show up correctly there? I can’t recall every step I took since it was a while ago, but I removed the field that was giving me ...

I'm wanting to run the "Sales by Rep Detailed" report.  I know I can assign this report to a specific user, but is there a way to filter this report to ONLY show sales from a specific rep?