Method Community

Hey Kevin, This can be done in Method:CRM. What will need to be done is after entering the postal code, on a 'Lose Focus' event we will execute 'Call a Web Service' action. In the call we will pass the postal code to the web service and making sure 'WebService Returns a Response' is checked, it will pass ...

 I have an issue that may be a bit hard to explain.  I  created a brand new table to manage employee pay rates.  I have a drop down field for employee and pay rate. When I click the Pay Rate field it displays a list of what appears to be Vendors and Employees.  When I click Clear and display the list again, I get the ...

Hello, If I understand correctly, you want to input a customer and as soon as you Tab off the customer the rest of the fields populate with that customers information (Number, Address, Email). There are different ways to achieve this, one way would be to add 'Text Change' actions to the customers field. Within the 'Text Change' ...

Issue with opportunities on the Gmail Gadget When an opportunity is closed, it no longer displays when you add an activity on the Gmail gadget. I have a client where after an opportunity is closed, it may take 4 to 6 weeks until the product is delivered. During this time there may be discussion about colors, optional upgrades etc. They want to ...

In the interest of saving time and repetition im trying to see if its possale to : from the new customer screen fill in all the regular info  name address then auto populate city  and state from  the postal code entered in. How is this done? Hope this makes sense.

I'm having issues with my recent customization.  When I get a call from a repeat client, I want to trim the waste by starting a new work order while on the phone from the calendar view.  From there, we want to verify their information as we are talking to them.  I cannot get the fields to automatically populate as you can see in ...

Hi Mortaza, To use another PC with different date format is the way we are using, and it does work, but that does occupy one PC and one QuickBooks site. We want to consolidate all QuickBooks clients into few PC, and that forces all QuickBooks clients to use same date format, that is why I'm asking for help.  Alex

Hey Alex, I don't have an update for this request at the moment. As for alternatives, I have not tested but worth a shot: let the QB file sit on a dedication machine that will have the time format unchanged to MM/dd/YYY. Set that computer as the Main Computer to Sync To. Now the other computers accessing that file are set to Listener Mode ...

The following updates are now live for users of Method.  Fixed issue preventing SMS activity reminders from being sent for toggle & new accounts (PL-1911) Gmail Gadget - Fixed issue with generate portal link not returning a URL (PL-1832) Gmail Gadget - Added user permission check to the Add Contact page to show / hide ...

Hey Mahlon, I was able to replicate this issue, and from my testing the same flow does allow you to choose a field in Method:Classic. I have created a ticket for our development team to take a look and will follow up when I hear back the team. -- Mortaza