Method Community

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!! 

Thanks for the information.  That gets me off to a good start.  I just have one point I would like some clarification on, will I be able to bring over tables I added and fields that were added to existing tables. I'm not as concerned about the actual data in the tables just the structure, so the screens work ...

 Sounds great  Thanks again.  Method is truely a great product.  I can't wait until I get everything setup the way I want, but I'm off to a good start and have the rest mapped out.  I'm very excited to see the other changes that are coming.