Method Community

 Hi Cindy, Thanks for clarifying, that helped me to better understand what you are trying to do. Can you let me know if you want to see all activities per customer or would you just like to see activities for a certain week or by a specific status such as not started or completed? Based on your last post it appears as though your ...

The customer grid comes with a filter already set up. This filter allows you to create additional views but i was curious to know if additional "dropdowns" could be created? I'm looking to create additional dropdowns with values for cities. I do understand that a user can enter the "city" value in the search box that ...

Does anyone have experience using Method for QuickBooks installed in a Citrix environment. Thanks, Beth

UPDATE: After logging out of the system and the going back in I was able to move the columns.

Issue: The columns that are visible on the customer listing have been changed but we can not change the order of the columns   Background: - We customized the customer screen - Added a column to the customer table called "CustomerTypeImport" - Imported 300 records with values in the "CustomerTypeImport" column - We ...

Issue: I imported a list of leads using the customer import tool and those leads appeared in QuickBooks Background: - Prior to importing the leads i created a lead within method - I verified that lead did not pass into QuickBooks - I exported the customer data file to see what all the fields for a "lead" looked like and noticed that ...

 Hey Cindy, If you enter the filter correctly on the grid, you shouldn't need any statements. If you want more help on this I will need you to write out what your filter options are set to. This will help me see if you have a filter setup correctly.  

I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that haven't had an email or a call since a given ...

Hi Amanda, Thanks for reply, what I want is that I can sent a fillable PDF sales order to customer, I am not only want the check the box but also can type word in text box. Then instead of hand writing and scan and fax back, they can just fill in the information then sent back to us. Then we can process the invoice and payment in more efficient ...

Thanks Ryan.  I did find that option and did that.  My issue is that the filter will still allow the user to see accounts that are not there's.  I'm writing conditional statements for each screen because that seems to be the only way to limit the user to seeing only those accounts assigned to them.  I'm ...