Method Community

Hi Robyn, There are a couple reasons why the values you are looking for are not showing up in the dropdown menu you are using to recreate these actions.  The first reason could be because this is based off a custom screen, the stock “Edit Lead” screen is based off the Customer table, however several fields on this screen are ...

Hi Kelsey, I am glad we could help. I could tell by your post that you were close, so I am glad you got that little bit of info you needed to proceed. Regards, Ben

Hi Nebo, If you are referring to the Customer Message from the Invoice Screen, then you would not be able add a new message directly in Method.  This is a limitation from Quickbooks, Method is able to retrieve data from the CustomerMsg Table, but we do not have access to write/edit this data back to the Quickbooks Table. I am not sure what ...

Hi Kelsey, I was able to do what you are requesting by first making a copy of the stock “CRM_AddActivity” Screen.  I edited the screen, and added a new section, let’s call it “Additional Options for Edit Activity”, I added a couple of Fields/Objects to this section, and made sure to click the “Hide” ...

Hi Leigh, Your observation is correct this is not something you are doing wrong.  This is a feature that we are considering to add on our new version of the Outlook plug-in, but at this time we are unable to offer any ETA.  We are sorry if this is inconvenient to you for the time being, but we do hope to add attachment support for ...

@Charles - I'm sorry to hear this is a road block for you. We try and sync as much as we can with our sync engine and with the exception of a few areas. One of those you happen to come across. That being said, this is the first time we've had this request since starting Method so it isn't a common request. Hopefully we can bring this ...

Hi kdellaripa, I would suggest first to try and regenerate the table(s) that your screen is based off.  Go to the Customize Tab, then Tables/Fields, and find your table.  Once you find it, click on the “Edit Fields” button next to table the table name and just click the “Finished Editing Fields” button.  It ...

Hi MikeB, This error your user is reporting is something I haven’t seen before, and I have been trying but am unable to replicate.  My first suggestion would be the same as JohnM and request your user to try this from another browser on the Asus Laptop, like Chrome or Firefox. Once we can confirm the behaviour  in ...

[quote user="DavidD"] Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side. [/quote] Hi DavidD, I apologize for the wait on this issue. I will be looking into this this morning to see where we are on the ticket.  I will do what I can to ...

Hi Juliet, I believe you are on the track, I will do my best to guide you the rest of the way. First, we need to figure out the correct table to add this field to, as you found out, it isn’t called “Leads”.   The Leads screen is actually linked to the “Customer” Table, so the fields in the “Add ...