Method Community

 I am going to create a new table, called cases. In that table there will be a number of fields, including two dropdowns that refer to users. One will be "worker" and one will be "supervisor". (so I guess my first question is - how do I create a dropdown that refers to method users). Then I will create two new roles - ...

 Hello, Yes, Method allows you to set permissions for specific users/ roles - this is actually one of the big advantages of using Method.  One thing you would want to keep in mind is some sort of identifier, so for instance if you want to filter invoices so that only the Rep for that invoice is allowed to view/ edit it then you would ...

[quote user="KevinB"] Heya Ryan - thanks for the reply!  however, the method of going through the advanced search method does not work as stated. if you create a new customer lead from that button,  on the Additional Info tab, true the Lead Status Only box is checked, yet the Customer Is Active ...

Greetings -  I am creating an Email Template yet when I enter a From Name, it does not save it to the template. If you do not fill this field out, then the email address is what shows as the From when it is sent to the recipient (we use a generic gmail account to run our Method email, so the address does not make sense to anyone outside of ...

Heya Ryan - thanks for the reply!  however, the method of going through the advanced search method does not work as stated. if you create a new customer lead from that button,  on the Additional Info tab, true the Lead Status Only box is checked, yet the Customer Is Active box does not exist yet. Once you ...

 Hey Maia, Take a look in the QuickBooks tab, under the Synchronize tab link. On this screen you can set the transaction history for all transactions or for individual transactions. This should help you out.

Hello! I need to know how to change the default setting of 30 days for invoice syncing.  We need access through mehtod to older invoices, as well. Thanks!   Maia Dealan-de  

Hey Kevin, If you want to enter in lead status clients all the time, you can do it 2 ways: 1, Customize the screen so by default "Is Lead Status" is always checked. 2, Or, you can use the "Advanced Search" button that's located on the Customer List screen, and then select "New Customer (Lead Status)" from ...

 Go to customize screen for Field Service_Customers Under additional information click edit lead status On the opening page you can check or uncheck default for lead status

This seems basic but I don't know the answer - can I set permissions so that people can see some records, and not others? For example, each lawyer can see their clients, but no one else's. Or some people can write to a record, other people can only read it? And can I do this on a custom table?   Thanks