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Hello, I wanted to bring in outlook contacts into method. When I initially spoke with method, it was explained that we can import excel files, or even pst's or csv's. Please point me where I may find this information.
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Thanks for pointing this out Matt. We'll look into it and I'll update you on the progress.
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Hi Matt,
This was made for a specific future feature for Field Services, but also made generic so that other users can categorize types of Activities. I’m sure when the feature comes out you’ll hear more through our blogs.
Thanks,
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Hi Mike,
I would like for you to clear up a few of things for me so I can understand your steps and try to guide you.
When you say you added 2 new 'tabs' to your Customer Center tab, do you mean tab links as in new screens that show up in the same line as Customer List, Invoices, Estimates etc,? Or do you mean tab sections on the ...
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Amanda,
It was working well, until I added action(s) to the DateChanged event in step 2 of the date picker. The action I added was to 'Enter Value Into Field On Screen' where it was getting the value from the date picker object. Example when Date Picker1 was changed I wanted Date Picker 2 to have the new date and time that was selected in ...
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Hey Richard,
We have looked into doing this but found that there is an SDK limitation with converting Estimates to Invoices. We did find that using Method we could copy all the items on an Estimate, and inject that into the invoice table. The problem with this is that QB will not know that the conversion has happened, it will look at that ...
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Awesome! Let us know if you have any more questions.
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Yes, Amanda that helps tremendously. Thank you.
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Hi Matt,
To 'Override default time of day to', you would need to set a default value. So for instance if you had selected the checkbox for "Use today's date/time" and in step 4 you set 'Override default time of day to' "7:30 AM" and publish. Then when you select a date the time portion of the date ...
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