Method Community

It would be nice if you would allow first and last name to be added to the user account and then use those names in the dropdown boxes and other displays in Method.  For example, if I'm setting up John Smith, we usually would set that up as jsmith. But then in the dropdown boxes and in the screens, not everyone easily ...

I guess I'm confused as to what these permissions actually do.  Does this allow them to just add and edit activities or does this allow them the ability to actually add new fields and edit field names for the activities form?  If this just allows them to add activities, the term "add fields" is confusing because it sounds ...

On the Main Customer Screen I would like to add a filter criteria that excludes leads that are lead status.  I'm trying to set a cretia of isleadstatusonly not equal to yes.  It keeps defulting back to is equal to no.  The problem with this is that Customers entered directly in QBs do not have the field populated with a yes ...

I'm new user. When first installed I couldn't et it to synch. A method support rep fjnally got to work-he removed the permission to run something as an administrator but I forget where. Thing worked good for about a week then it quit synching. I didn't notice and I created alot of work orders and invoice which are not in QB. When I ...

I added a couple of Time Tracking records to a Budget / Contract. I set the Billable Status to NotBillable, but the Amount column (in the Time Tracking Tab) is still multiplying the duration x Bill Rate. Also, how is PS supposed to handle the Billable Status for service items that are setup as a fixed price? If I mark the Billable Status as ...

 The Customize->Tables/Fields->Edit Fields, is exactly what I'm doing.  However the window is closing everytime I click "add field".  I am adding fields to a new table I created, but I won't think that should make a difference.

I have created an Activity(2) screen and would like to pull in the Opportunity Name.  Can you give some direction on that.  The Opportunity Number is there, along with Client and Contact, Contact phone etc.  I can click on the Opp # and go to the Opp from the Activity, but our sales team would like one Activity Screen that shows ...

 Hi Heather, The "Copy / Import Screen.." does carry over your tables and added fields, the structure and screens will work exactly the same was they did before minus the data. Regards, Denis

 Hi Heather, If you're in Customize->Tables/Fields->Edit Fields, then you should be able to add multiple fields without having the window close.  It should only close when you click "Finished editing fields." Is this not the case for you? Thanks, Wayne

That certainly did the trick.  Thank you!!