Method Community

Hi Lisakay, The 'Contact' fields hold all the information for that particular Opportunity record, whereas the 'Contacts' fields show the actual Contacts info which you can edit/view in the Add/Edit Contacts screen. For example, if you edit an opportunity and remove the value in the Contact Name field then save, when you ...

Hi Garrett, We may be able to increase this so I put in a feature request with our team. I can't guarantee if or when this will be done but will update this post once I receive a response. - Ashur

Hi Garrett, Yes that's correct, when uploading single files, the size cannot exceed 5MB. With the basic free SmartVault account each Method user has a limit of 25MB, so that's a total of 5 files which are 5MB each. Hope this clears things up for you. - Ashur

Hi Mario, As far as we know the new version of the QuickBooks SDK, which hasn't been released yet by Intuit, does not support access to the leads center. This means that no developer will be able to add leads to QuickBooks using the SDK. When it comes to accessing additional features released in QB 2013, such as adding multiple contacts ...

Good to hear! Sorry, I don't know the details of the fix. - Ashur

Glad to know it's working, if you come across strange behaviour again let us know. - Ashur

There is a Filter view available on the Work Order screen but I don't think this is what you're referring to. Are you talking about the Filter section when editing the Calendar object (Step 7 of 8), or the Assigned to Field? - Ashur

See if this helps: Go to Customize > Tables/Fields, click on the Invoice table, then click Finished Editing Fields, reload your browser and try again. Let me know what happens. - Ashur

Hi John, I'm unable to replicate this issue, can you provide a little more detail. Is this happening specifically on your stock QBO_Invoice screen or on all stock screens within the Scheduling & Invoicing Tab Group? If you log out then login to the November version of Method does the same error come up on your ...

You can also read through our Customization Help Centre Article. By going through these articles along with watching the webinars suggested, you should gain a much stronger understanding of customization within Method and how to achieve what you're looking for. Alternatively you can always request help with customization or training ...