Method Community

Hello...Is there any way to undo a customization or even just exit the screen without saving the changes?  I was updating our customer screen and accidentally removed the "clear/new" button in a section.  I want do undo that change or at the very minimum be able to exit the screen without saving my changes.  There was no ...

Is there a tutorial that shows how to update the list of selections in a drop down list? I can't find it. I'd like to add lead sources to the LeadSource drop down list. Thanks . Mike

Tal, Just an update to this post, I’ve received your customization specs and as you know we’re in the process of getting that started. :) Here’s the OT explanation from the Method Xora Connector User Guide. Allocate Overtime per Day if you are tracking overtime on a daily basis. Each user‟s total time per day will be ...

Delores, Our Method Xora connector should pick up information from Xora provided the changes are finalized in Xora before being fetched as new entries into Method. You may also be interested in the response below regarding consulting time. *** Michael, It sounds like you’ve done your due diligence and this requires some one-on-one ...

Hi Rick, Welcome to our community forums! The Customer List screen for your Method/Xora account was already set to filter for active customers by default. We’ve made a quick and minor update to make sure it was being set. Should be good to go now! Thanks, Val

How do I get Method to not show my Inactive Customers? I would just like to see my Active Customers only. Thank You Rick ASI

On December, 23rd @ 1:00pm EST, Valbon Shabani will continue with the next instalment on objects in Method. This level 2 webinar will cover additional objects with a focus on the calendar object, date picker and time picker objects. Space is limited. Reserve your Webinar seat now ...

 I received the following question via email: I have searched the documentation and the forum with no luck so I think it’s ok for me to ask you about reports.  No reports show up at all in my report screen.  Were basic reports supposed to be synced from QB?  I’m not sure if there is something I need to do to import ...

That is Correct Ryan, I Appreciate the help.   Thank You.   Jim

 Hey Jim, After working with you today, we were able to figure out this was a small problem with the screen. Updates for this should be available next week.