Method Community

If you go the route of specifying tables for your sales staff you would need to edit each user and add only the tables you would want them to have access to; Customize > Users > Step 8 of 10, choose the This user only has access to specific existing tables radio button, then add the tables you want that user to have access to. Another ...

FYI - Check out our Customization webinars, you'll need to download the GoToMeeting codec which is compatible with the Windows operating system. In particular the Getting started with Tables and Fields webinar will probably be the best one to watch first.

Hi tom, You had the right idea when you copyied the New Lead and New Customer screens; it's always a good idea to copy screens that you want to customize before you start working on them just so that you can see how everything is setup and figure out what table a screen is based off of. You can add new fields to the Customer table, ...

Hi Mortgenius, [quote user="Mortgenius"]Can method connect via real time to my sql database and move data back and forth? If so can this be done within standard customization Selections?[/quote]Something like this is possible by utilizing the MethodAPI: For example create a web app which would use the MethodAPI in order to update ...

Hi John, I'm unable to replicate this issue using neither the October nor Novermber versions of Method. What screen are you selecting the new item on, and is it a stock screen? Added new items in QBO then selected them on an Invoice Selected newly added QBO items on a Work Order in Method (after a Full Sync) - Ashur

Hi Blake, What's your end goal here? What are yo trying to accomplish with this? And when you say cell are you referring to a column in the grid, or literally only 1 cell? - Ashur

Yes after you've uploaded a document through Method to SmartVault and move it around to different folders it will still be linked correctly in Method. The folders within your Company Account name in SmartVault are there for organizational purposes. You can have some documents in one folder and other documents in another folder, e.g. Training ...

Hi KateP, We wouldn't suggest filtering the dropdown through customization as you would be losing the latest and greatest changes to the Activity screen. If your concern is saving the time of your sales staff by not having to scroll down through the list, they can type in the Contacts first/last name in the dropdown field and select ...

Hi Shaun, My mistake that was a file I had previously uploaded into SmartVault through Method, not the other way around. So no you cannot upload a document into SV and have it show up in Method, it would have to be uploaded to SmartVault through Method CRM. Additionally, if you are using QuickBooks Online, you won't be able to see those ...

Hello again swm023, [quote user="swm023"]What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?[/quote]Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent ...