Method Community

I created a custom tab so that our bookkeepers can update their activites for their customers.  The tab links I used are the Customer List and Activity tables.  I am now trying to hide any information where the user name and assigned to are not the same.  My issue is that I cannot find either of these fields so I can ...

Hi, I created a report based on the Opportunity table to create a followup process for our "Lead Only" contacts.  I limited the information to only those Lead Only records dated 1/1/10 and later.  When I run the report, it will update with all new leads, but will not update current activities of ...

 I am trying to link two custom tables.  When I go to "Add a Linked Field" from one of the tables, there is nothing in the pull down.  I was expecting to see a list of the other table I could link to along with the fields.  What am I doing wrong?

I just customzed a report which looks exactly what I want, but I got a problem , It seems the text box and check box did not work in PDF report, I can not type in or check the check box in the generated report, is there anyway to make this happen, I really apperciate if I can get solution for that.    

Thanks a lot, Amanda, I am pretty sure it is the perfect solution for me, I will try to sync it Tomorrow.

 Hello Ian, Check how far your transaction history goes back. You can specify how many days in the past you would like for your invoice to go back to.  You can refer to the following post for more on transaction history: http://www.methodintegration.com/cs/forums/p/164/433.aspx#433 If the above doesn't work, then you would want to ...

On Wednesday, July 21st @ 1:00pm EST, Valbon will take you through a customization scenario on how to filter screens by the QB sales reps. He will then create groups/roles that allow both the sales reps and a ‘manager’ type role to view only information they need.  This webinar will take place live but will also be recorded and ...

 I wanted to clarify my previous post. We will consider this as a suggestion for the next version. Thanks again.

Just getting a new account setup. I have everything synced with Quickbooks Pro and that is working ok, invoices, items, customers, etc. all there. When I create a new Bin in the Warehouse section and click on Item to select one of my items that was imported from Quickbooks I see the following message: "Make sure the field(s) being displayed ...

 Hey Andrea, Glad to see you are playing around with customization. If a user makes a change in QB, we cannot make an action run in Method just by the sync. You would need to go back into Method and click a button to start the action sequence.  A thought that I had was; (all of this is done on the customer list screen) 1. Create a ...