Method Community

Hi Marcelo,  You can do this by adding a linked field from the Entity table into the Activity table. Go to Customize>Tables/Fields and click on Edit Fields... for the Activity table. Click the radio button called Add a Linked Field. If you cannot see your table in the Link Using: field you may need to establish a ...

Hi Philip,  I see what you mean. Unfortunately, it looks like the green arrow that displays the exact coordinates is not available in this version of Method. I'm not sure if this is a limitation set by Google or not, but if you like I can put in a feature request and our team will look into it for future versions of ...

justjava,  What exactly does the error say? Can you paste it here? What are you typing in for the user name field? Your user name or your email address? Try the opposite. Also, if you have tried multiple times in a row without success, I suggest waiting an hour or two before trying again. If you're still having trouble feel ...

This email came in from a user: Is there a way to search over my entire database? Often, I want to search for a specific key word that might have been entered anywhere (company name, in an activity, in a custom form, etc.). I can't figure out how to do this.  Unfortunately the current version of Method doesn't have this ...

The Edit Lead and New Lead screens are two different screens. Now you have to copy and edit the screen called CRM_EditLead or CRMQBO_EditLead and place your new field onto this screen too. Let me know if you need any more help!  - Jason

Hi Rodney,  To start, you should add a new field into the Customer table. To do this go to Customize>Tables/Fields. Scroll down to the Customer table and click Edit Fields.... The type of field you want to add is a DateTime field. Don't forget to click the Add Field button and then the Finished ...

Hi Mike,  After some more testing I have found that it is currently not possible to prevent a lead from converting to a customer when they are assigned as the parent to another lead. Unfortunately, it doesn't seem to be an action that converts the lead but an automatic process in the back end. If you like, I ...

Hi Andy, The IsToBeEmailed and IsToBePrinted fields are synced with the same fields in QuickBooks. Basically, if you check them you are flagging them in Method to be emailed/printed in Quickbooks later.  The actions for the Email notification when saving? checkbox is actually placed in the Save ...

Hi MikeB,  You can assign a lead as a job of a customer. Simply edit the lead and select the parent customer in the Job of Customer dropdown menu as in the screenshot below. I believe what you are asking though is if you can assign a lead as the job of another lead. You can do this in the stock screens by selecting ...

Hi Dawn,  This message is telling you that there is a problem with action #21 on the Go To... link which in this case is the Go To Tab Link action. To get to this action follow these steps: Edit your CRM_EditCustomers screen  Edit the Transactions grid in the Transactions section of the page  Go to Step 2 of 3  Find ...