Method Community

Yes it's possible that companies run several campaigns at any one time. Opportunities would be a viable option for your in the interim but what do you mean by turn Opportunities into an editable dropdown list? Are you referring to the Opportunity Name field? If so I wouldn't suggest that as there are other fields/tables that link to this ...

Hi Fast Eddie, Is this related to your other post regarding taxes? Method will keep the same data as QuickBooks, so if a Customer/Item are marked as taxable in QBO then make sure you perform a Full Sync then refresh your screen in Method and check again. If you want to change the default value then you would need make a copy of the ...

Hi theavspecialist, You need to create the Yes/No fields in the Customer table first, then you can edit your screen to delete the current Yes/No field you're using and select the field which you just added to your table. Then edit your CSV file to include this column as well, and enter the word Yes for all rows with records. The default ...

Hi Ben B, The Campaign feature in Method is used to record how that particular contact/lead became a customer, i.e. from a Newspapwer campaign. The way that you'll be using it is different as you're assigning customers to a campaign, then you want to assign them to another campaign for another purpose, and potentially assign them to ...

Hi Blake, No there aren't any actions that clear the manual filter criteria on a grid, you'll have to click little orange button you're referring to on the top right corner of the grid. - Ashur

Hi Fast Eddie, When you create items you can dictate whether they are taxable or non-taxable items. If you have items that are not set to non-taxable but need them to be set to taxable you can modify the items, is this is what you're looking to do? - Ashur

Hi Blake, What do you mean by clearing the grid's criteria from an action? - Ashur

Well that's not good is it. My mistake I should've tested this before running you through all the steps. I actually just learned something new, the dropdown field in the LeadStatus table cannot be modified. This is because when a Lead is converted into a Customer our system automatically switches the LeadStatus to Qualified and puts a ...

Hey theavspecialist, Welcome to Method! As you suspect this is something that is simple to accomplish. First you should make a custom screen based off the LeadStatus table. Add the Lead Status field to the screen, along with a grid object, and a couple of button objects. When editing the grid you want to ensure that you add the two ...

Hi John, Thanks for sharing this useful info. I would say this is accurate as no wireless networks are perfect and are more prone to session timeouts, especially when you're running comparisons versus a wired landline. Plus wireless providers can implement filters or limits on speeds for certain types of data communication transfers since ...