Method Community

Wylie, Method employees will be able to give you a better answer, but as to the "receive payment" screen in Method, my understanding is that by default it directly corresponds to the recieve payment window in QB. Since that window serves only as an internal bookkeeping function (unless you also pay for the Intuit payment gateway which ...

Hi smohyee, The "Txn" part for the fields in those tables stands for "Transaction".  In the invoice table, sales order table, and purchase order table: TxnDate = Stands for the transaction date. TxnMethodFlag = It is a field that allows you to flag additional data being added to the transaction for example notes that ...

Hi Abbie Sherman, Here are the steps to ensure that these stages don't show up in the report: In the "Generate Report" action, click on the dropdown beside the "Report" label and choose the report that you want to generate. This report has to include the Opportunity table.  In the "Filter Report" ...

Sam- Both options are possible. For the first question you can drag a drop down object to the screen and make it point to the Initial field in the SalesRep table (This is done in step 4 when editing a drop down object)  and then create a Filter view (Step 3 when editing a grid object) for the grid that filters based on that drop down. For ...

cmogletree- If you are using the standard address fields found an a Work Order(Activity table), they are linked fields and cannot be updated through the work order. The value for these fields will always come from the Entity (The customer you selected). If you go to Customize > Tables / Fields and click Edit fields... for the Activity table, ...

Hi there, Do you mind if I ask what exactly you find slow? The typical day-to-day use of Method CRM (using our original screens) should be fairly quick. It’s important to identify what you’re doing since there are times when this could definitely be a factor in speed. For example, if you are doing heavy customizations, publishing ...

bbullins- [quote user="bbullins"]1) I would like to be able to add a few fields to the new lead screen. For example I would want to add a new field called Product and it would be  a dropdown with a list of manufacturers to select from. The next box would be product with a dropdown showing product types and the last just a blank ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...

Hi Andy- What is the type of the field? Go to Customize > Tables / Fields and click Edit Fields for the table where the field exists. If the type is an integer then you won't be able to enter any decimals. Looking at integer field text boxes it still lets set the decimal but it cannot be used. I will create a ticket to have this changed to ...

Hi KatesRealFood, Try this: Go to Customize > Tables / Fields and click Edit Fields... for the Activity table  Select Add a Linked Field For Link Using: select Entity  In the Linked field drop down you should now have the ablility to select the customer fields you want to add to the activity table. Next step would be to ...