Method Community

Mike, In the opportunities grid, you will notice that the customer Name column has the customer name in green. Click on the customer name that you would like to update and that should take you to their record on the customer list screen where you can update their information. Hope that is what you are looking for.

 Hi there I've been caught by this several times. I enter info into an opportunity and then later get more contact information. There is no apparent way to add that information - please see this screen reccording http://www.youtube.com/watch?v=yyT9X6IBaZE Let me know your thoughts.   Havefun   Mike

Dave, I had the same issue happen with a client of mine last week. They downloaded time from my Pendulum product and then the time was one day in the past. Only time dated between October 23 and November 4 was affected. All time downloaded into QB prior to October 23 and after November 4 was unaffected.   Also, to sync with QB in Pendulum ...

Victor, Works like a charm now, thank you very much.

 I have a dispatcher and owner that wants to see the Calendar view for all users.  How do I customize the calendar view so that the dispatcher can see all users schedules?

I am  using the Field Service module of Method for work orders and purchase orders with a company that has an item list of about 800 items.    When the office staff enters a W.O. or P.O, their capacity for searching for items is limited with the screen view in Method.  Is there a way to search the item list with a ...

Matt, This was our internal application problem, where URL that was created by MethodAPIGetScreenURLV2 had amp; instead of & which was not being interpreted properly. Now it is fixed and you should not be receiving these errors anymore. Thank you Victor

Hi, I think these tables are used in reference to the Item List Screen in Home tab.  Thanks

 I have a client who is a distributor.  He has setup his items with base costs and prices.  Some customers receive a different price, thus he has also setup price levels on a per item basis.  However, for these customers who receive price discounts he also receives a cost discount from the manufacturer which he would like to be ...

Thanks, I can log in now. April