Method Community

OK, so I changed the flag to "Y", and it worked, but when I exported the Invoice table to Excel, the following information was populated in the TXNMethodFlag field: <span class="pspan">Y</span> That's why it's going over 31 characters, but I don't know why that gibberish surrounds the ...

OK, so I added the field to the desktop and mobile screens that we have. I made it hidden and set the defalt value to "Method". It works on the desktop version, but in the mobile version I get an error message saying this: "Cannot save values for TxnMethodFlag. Field ‘TxnMethodFlag’allows a maximum of 31 ...

Is there a field in the Invoice table that I can use to identify orders that are created in Method (as opposed to ones in QB)? What is the "TxnMethodFlag"field?

We have an issues where sales orders (ie. invoices) are created in Method and (not all the time) do not reside in QB as pending invoices, but are in QB as invoices that are "Marked as Final". I do not believe there is a setting in Method that does this and I am not sure why this is happening, but it's a significant problem since ...

All tables above are Method tables Expanding further, I see the following QB/Method connections (from the QB) Customers table: CompanyName (QB Table) = CompanyName (Customer Table) = CompanyName (Contacts Table) Name (QB Table) = Company Name (Customer Table) + Name (Customer Table) = FullName ...

I'm looking for comfirmation of the following field linkagess so that when I clean up fields in the "Customer" table in QuickBooks, everything will translate properly in Method. It appears that the following structure is in place: Company Name (Customer Table) = Company Name (Contacts) FullName (Customer Table) = FullName ...

Thanks, yes. - I suppose it could be fudged that way. But there's no replication of the CRM Help file structure, right? Again, It'd be great to have a wiki-style hierarchy for internal company processes (not for Method help - but the same design).

Is it possible to create an internal wiki that is similar in structure to the Method CRM Help Centre?

What is the recommended setup/structure for setting up a Help Desk ticketing process? Is it by enabling Cases and/or Solutions features? I just want somethign very simple where people could log any tech issues they experience and they could be tracked/addressed. This would currently apply to licensed Method users, but what other options ...

As a temporary measure, I tacked on "Lead" to the end of the Lead entry that was one part of the duplicate entry and that wppears to have worked. Thank you. However, it would be preferable for me to try to figure this out myself instead of waiting, but there was no way for me to do so. Nothing to check/test, ...