Method Community

I have a field in a table called Description. I want to display on Edit screen as HTML. When I change to HTML I can't change the Settings and can't actually save as HTML. It just reverts back to text.

Really appreciate you looking in to this! Here is a similar issue. I've noticed this about 75% of the time—if I navigate to a donation on say, page 4, open it and hit print a letter and then Generate a letter, it opens a new window with the letter that I print. WHen I close that new window, I expect to still be on the donation I was ...

Hi Maureen, Regarding Compatibilty, we cant officially support syncing or integration with a file hosted on QBox. That being said, it may still work if Im understanding your setup correctly. You have a a multi-user mode QuickBooks file with; One installation on a local PC, along with the Method Integration Engine A second QB file ...

Hi Ben! Thank you for your response and your consideration of these items. As far as the tags on Advanced Search - that helps. Although it was not obvious that those check boxes were there because the window is constrained to a height that cuts them off. Now that I know to scroll I can see them. The scrollbar was not showing in Chrome but ...

Hi Bonnie, This is certainly possible! The best way to accomplish this in Method:Classic would be to take advantage of the List Builder (Found under the CRM Tab Group > Campaigns > List Builder) The List builder will enable you to fill a list with your Customer leads, Create activites for these contacts, and assign them to ...

Can someone tell me if Method is compatible with Qbox?  I understand that Method only syncs with Quickbooks on the computer that both the QB company file and the Method Intergration Engine are installed and open.  Can I safely assume that if I use Qbox and have closed the QB file on the pc that has Method Intergration Engine then use the ...

Thanks Ben! This helps a lot!

Hi JGAnderson Its definitely possible to use a filter with the Import Export tool. After Selecting the Table to Export in Steps 1 and 2 of the Import Export Tool, Step 3 allows you the option of selecting which fields you want to include, and also gives you the option of using an Advanced Filter. In the Advanced Filter, ...

Is it possible to do a report on active/inactive estimates using the Import/Export Tool? If so, I'd like to try this. I'm not looking to create a fancy report, I just want to be able to get data in a csv format. Thanks Ben! 

Hi JGAnderson, Certainly happy to help out! There arent any hard limits imposed on the Generate Report action, so you should theoretically be able to generate as many records in your Report as your Filters will return. Are you getting exactly 100 Records? There is an option on the Generate Report Action called 'Filter Safegard' which ...