Method Community

Hi l.brandow I take it you mean import a list of tags rather than importing tags with a contact? As I understand it, the only way to add tags is through the popup when adding or editing a contact. Jeff

Hi mholden The Industry  I kept it quite simple but if you choose you can add a bit more complexity to it. I added a new table called 'Industry' with one field called 'Name'. I made this field unique as I wouldn't want multiple versions of an Industry clogging up the list. The Dropdown in the ...

Hi l.brandow Have a look at this thread. It should basically be the same process but choosing Sum as the Summary Function and perhaps choosing Page or Group as the Summary Running option depending on your needs. If you have any further questions just let me know. Jeff

Hi Mahlon Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field? Jeff

Hi DAllen100 I just need to check a few things before coming back with an answer. The extra information might determine how we approach this.  - How would the customer be logging in to the portal? - Would all contacts for a customer be able to create a sales order or just the main contact?  - Do you want to restrict the ...

Hi Mahlon It isn't currently a function in Beta but it should be included in a future update. Unfortunately, I can't provide an ETA on this. Jeff

Hi s.mcneal It sounds like you are referring to Multi-Tenancy. To answer your questions: 1 - Yes, this feature is still available 2 - Method Pro is required to use Multi-Tenancy 3 - Yes, I believe it works with QBO. Have a read of this help centre article for more information about it. Let us know if you have any further ...

Hi pookiefeb Thanks for providing the extra info. Unfortunately I still haven't been able to replicate the issue. Can you please give our support line a call on 1.888.925.6238 Option 2 when you get a few moments?  Jeff

Hi Mahlon I'm not aware of any way to do this at the moment but I'll look into it and get back to you when I have an answer.  Jeff

Hi Marcelo In the PageHeader section of your report you can add a label that can be configured to show the count of work orders. Have a look at this video tutorial then follow these quick steps and you should be able to hit the ground running. Step 1 - Drag a label into the report's PageHeader ...