Method Community

Hi theavspecialist, Leads don't sync to QuickBooks so I'm not sure why you're receiving this message. Are you sure this lead hasn't been converted into a Customer? Even so you should be able to edit just the email address without receiving a conditional warning. Try this, go to Customize > Tables/Fields > click on the ...

Hi Denice, [quote user="Denice"]I have added the button and it pulls the info, but I want to create a filter where it only pulls what is on the screen selected as opposed to the entire list.  OR have it pull by the date selected.[/quote] Yes, you can filter by Date Range but keep in mind that you need to have a field in your ...

Hi parkerweb, Yes when editting a user click the Send email reminders before they are due check box on Step 3, you can get to this screen by going to Customize > Users > find the user and click Edit... on the same row as their name. You'll also need to enable Automatic Reminders in the Activity table: Customize > Tables/Fields > ...

Hi Dominic Riccetti, We don't allow table join queries via the API. I'll put in a suggestion about allowing this in the future. To accomplish what you are trying to do you need to link the tables first and then query the resulting table via the API. I'm gonna point you at the following ...

[quote user="Winston Lo"]can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?[/quote] Anything is possible within Method - if the information is available to us from QB then you can build a custom screen to review/modify/update the information and sync it back with ...

[quote user="Bridal Association"]I need to create a custome field for text in the activity window...[/quote] First up, welcome to Method! To add a custom field to the Activity screen you'll first need to add this field to the Activity table. Click Customize > Tables / Fields and click the Activity table. Type in your ...

[quote user="VLocke"]I don't see the tab, tables or any signs of the application[/quote] If Field Services is on your account you should see a tab group for Field Service Operations to the left of your username at the top righthand side of your Method page.  If Method Field Services is (active) and you're still not seeing ...

Hi Sherrie - I see this is your first post…welcome! Did you actually create a new table? Or did you add a new field to an existing table? It's important that I know this to properly help. If you created a new table (Customize>>>Tables / Fields) Method probably added a new screen which would appear under ...

Hi Anita - welcome! If this customer/file number field is truly related to customers you'll want to add a field to the customer table in order to hold this data. You can dot his from Customize>>>Tables / Fields and locate the Customer table. Once that's done, this field will be available on the New Leads screen and the New ...

James, Option 1: If there is only going to be 1 set of chemical readings, then this option would work. The con you mentioned isn't actually an issue, if you were to copy the screen to another account then the newly created fields would also be copied to the tables in the other account. Option 2: In this situation I would probably create a ...