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Hi Joe, This is not currently available as an action in Method but is something we can explore further during our meetings. What exactly are you trying to do? Let’s see if we can make use of our current actions first. Thanks,

Is there any way I could cause a set of actions to stop processing for a set number of (Minutes:Seconds) ? Thanks, ~Joe

Hi. When we have a table that is 5 records long, RecordID   Letter 1                     A 2                     ...

Thanks Joe, you are right on the button! Loveheals, you can locate the 'Customer is active' checkbox by going to Customer Center > Additional Info.

Hey Everyone, Joe - Tthanks for jumping on this. You almost had it, I just happen to be the one that built the customized screen so I know what he’s talking about. [quote user="Joe"] You may wish to note that the customer list has a grid that shows all customers but you can click the "All Customers" filter when on the ...

Hey Bryan, From what I understand, you need to have some customers move from 1 type to another. You can change the type for those customers. OR If you need them to be viewed on both lists, you can create another customer type for these users, and then add those customer types to the filter views criteria. Example : Currently it’s ...

 Hello, There is the MethodAPI that is available for your programmer to use if you would like to integrate 3rd party apps with Method.  You can read more about this by visiting http://www.methodintegration.com/web/self-service-documentation.aspx If you have any questions on the MethodAPI they can be to be directed to the API ...

 Hello, If "Lead Status Only" is checked when you enter a new Lead that means that Customer (Lead) entry wouldn't go over to QuickBooks unless a transaction is performed (sent to QuickBooks) or the checkbox is manually unchecked. Any transaction be it Estimate, Invoice, etc performed in Method will go over to QuickBooks in ...

Hi, I think you are referring to the grid views that are currently on the Existing Customers grid. These ‘views’ do not actually copy customers but instead filter the list to show only those that meet filtering options applied. If you are looking to modify or create new grid views, follow the steps to edit the gird and in Step 3 of 8 ...

In regards to wanting to set up your own types: The Type field is really the CustomerType and is based off the CustomerType table, editable on screen: 'Customer Type'. If want more types to be available than what is already there, you will need to view the screen -> Customer Type. Here you can add more types ... when you do this, ...