Method Community

I believe you are referring to this character max in the Received Payment table for the RefNumber field:  The max amount of characters on this field is set in Quickbooks and unfortunately cannot be changed in Method. Hope this helps.  - Jason

Hi Mike,  I've been following up with you regarding this case via email.  - Jason

Hi Mike,  Did you make sure to point the link in your Edit Customer screen to your new customized New Activity screen? It sounds the Show Screen In Pop Up action is pointing to a different screen. My screenshot below shows the action inside the New Activity button in your Edit Customer screen.  - Jason 

Hi andy,  The Amount and Total Amount fields are calculated behind the scenes so you cannot change it. Unfortunately, it must be this way to sync and match up with Quickbooks. Hope this helps! - Jason

The same user emailed in:  My sales manager said that when she enters an activity she has to manually enter the date in the notes section.  I thought there must be a way that it "stamps" the date the activity was completed so that we can list all the activities completed in one day and review notes.  She said she used be ...

Hi Philip,  I have a suggestion that may or may not be worth pursueing. You can contact Google to see if you can get the map "fixed" so that your address will point to the correct side of the road. Click here to report the problem to Google.  - Jason

Mike,  My screenshot said Do Not Import on RecordID on my earlier screenshot because I hadn't selected Update existing records by matching the key fields yet. Once you check this box you should be able to choose RecordID as a field to import to. My new screenshot below should be what it looks like before you ...

Hi Marcelo,  If you click the three dots button beside the status field you should be brought to a screen where you can edit and add statuses. See the screenshot below. Hope this helps! - Jason 

Hi Mike,  If you want to update current records in your Customer table with an import, make sure you check the Update existing records by matching the key fields box. Then, you can choose the RecordID as the field used to match the records. See my screenshots below. I tested this using the Customer table and I changed the ...

Hi Martin,  There is actually a post here that explains how to fix your issue with screenshots. Basically, you should set the Format String to "$0.00" or "$0" on your total line item price if you would like to use dollars. Hope this helps!  - Jason