Method Community

Is it possible to surface the number of QBO conflicts that need to be resolved on the Home screen by customizing it? That way if there is an issue my regular users will actually notice and then they can tell me to go fix them? Thanks, Bob

Mortaza: Thank you for the reply. A few follow up questions: If I create a custom field for the location, is there a way to map that to the location field in the Google Calendar sync? If I create an event with location data in Google Calendar on my Method synced calendar, how does Method handle that location data in Method? This seems ...

Thanks!

Hello Once Again , Is it possible to use the "Generate Report" action and then save the report into the DocumentLibrary? To be more sepcific, I would like to generate the report from the Customer->Estimate screen and have it saved in the DocumentLibrary as being associated with the particular estimate. I have already explored ...

Hello, I am able to generate a report silently and email it as an attachment without an issues. Is there a way to attach a document that is stored in the DocumentLibrary table to an email. I have tried adding a few different fields to the attachment location option in the send email action, but none of them have pulled in the document. Any ...

Hi, Is there a way/setting that can sort a dropdown?  Alex

I am new to Method, and I am encountering an error when trying to customize the NewActivity screen.  Under the Customize Tab, in the Screens Tab Link, I have copied the default CRM_NewActivity screen.  I then added a section titled Processing Flow (Fig 1 & 2).  With changing nothing else, I published the screen, ...

Hey, Specific to Cases the Case# is populated by the RecordID. The RecordID will always go sequential, (1, 2, 3,) we cannot adjust that. Alternativally we can add a field to the Cases Table (e.g. RefNumber) in which we can control the # order. You can look at how it works on the stock Activities Tab within the NewActivity screen. Take a look at ...

Thanks! Yes please let me know what you find out!

I will explore a few of your suggestions and report back. Thanks.