Method Community

Hi msfeld, You can do a mass delete by customizing an activity screen and  looping through an activity grid where you have either filtered for all "cancelled" activites" or with having checked all of the activities you want to delete.  as always with mass actions, especially delete, ...

Mario, Based on Justin's suggestion, add a field to your vendor  table in Method that associates the Grantee with that class.  Then you can use that as your filter for your portal. Or better add field to Class list in Method that associates Grantee with Class. Then your vendor could have multiple projects(class) and they ...

Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.

Hi Kevin, You have a few options. Without getting into a bunch of detail... Easiest,  make your report the defult report template for invoices.   Then when on invoice screen, use "print Preview" button which brings up PDF of your report.  With PDF you can then print...  OR... make a copy of the invoice screen ...

Actually this situation happens a lot where you have an invoice with no Line items.  Method user starts to enter in a record, then decides doesn't want it.   I agree it shouldn't be that wsay but it happens. Once a Customer is entered then Method "saves" the record to generate  a Invoice or SO header record. I ...

mackermagoo, Yes importing is just fun.  You can Split Name field in Excel.... (Assume FullName is column a, Firstname is B and lastname is C Firstname:   iferror(left(A1,find(" ",a1)) ,a1)   If fullname does not have any space then enter in full name othrwise  find the first space and grab all of ...

Hi Justin, I have alot of clients asking for this functionality. Can it be put on the "Wish List" list? Fran

Alex, I have been reading this dialogue betwen you and Justin and have some thoughts... Are you talking about needing to track items purchased,/sold by a Serial number(product id)? which is unique? Items in QB is the product, but in Method, your product table would be at productid level? So on a SalesOrderLine,instead of several ...

Thanks Justin. so obvious.. I missed it. Fran

Is there a way to edit the Activity Reminder Emails?   I would like to addd more info and adjust reminder time.   thanks Fran