Method Community

Is there a way to hide customer emails in Existing customer contacts list?

A Ashur - Doesn't work for me. Here is the HTML code the email editor inserted (your example has 'test' mine = 'method': <td width="247">&nbsp;<a href="http://www.hewittindustries.com/Pyrometer%20Gauges/pyrometers_3_inches/010-427-1X-X%20C%20Pyro%203in%200-1500F%20REV%20A.pdf"><img ...

Hi Ben, Still the same. I don't have time to work on this error, so I turn to use table-loop instead. Hopefully, there won't be any side-effect in the system. Alex

Why do date fields export as 2015-Nov-04 12:00:00 PM as opposed to something usable/sortable, i.e. 2015-11-04 12:00:00? Every time I export data using the integration import/export tool I need to run through the fields replacing Jan/Feb/Mar/etc with 01/02/03/etc and eliminating the AM/PM portion of the time entry. But when I grab these fields via ...

I entered about 50 Opportunities , but want to change the Opprtunity name and the Close date. 

Hello, My client has recently gotten set up with Method and they now need their website forms to talk to Method.  I'm using the popular Gravity Forms plugin on their WordPress site and would prefer to keep using it instead of the HTML that Method has provided.  Since the HTML provided is just a simple form, it seems like it ...

Thanks, Ben! That clears it up. Appreciated.

Hi FW The Transaction History is how far back Closed transactions will be accessible in Method. Using your Sales Order example, if you were to change the transaction history from (for example) All to 365 days, Any Sales Orders which have been invoiced or manually closed that are older that 365 days old will get archived. The transactions ...

We're trying to minimize the size of our Method database in an effort to speed things up a bit. After several years working with QB & Method, our QB file & Method DB have grown QUITE large. My question is related to this post made just moments ago in the general forum.  Based on the concept laid out in that post, my question ...

What does this mean: Maintain for the past X days? Is this audit trail transaction history, or transactions in general? Our file has grown to a very large size over the years, with a full synchronization taking up to 30 minutes at a time, and we're looking to make things more efficient.  For example, if I set the transaction history ...