Method Community

I've worked just a little in the Classic version. Are "Campaigns" not a feature of the New version? Am I missing that somewhere?

Brand new user here trying to get up to speed. I'm not sure what to make of the fact that there is only one post (from over a month ago) in this forum. Apparently the "New" version really is new! Is it possible to have LastName be the sort field rather than Name? I'd like to view customers in alphabetical order of last ...

That worked like a charm! Thank you Mortaza! I really really really appreciate the help!!!!!!!!!!

Also wanted to add a possible workaround for you, scroll down to the bottom of THIS thread here. - Mortaza

Hey Afrodite, Due to QuickBooks SDK limitations, Custom Fields sync'd over from QuickBooks to Method are forced to be Field Type: Text. You cannot alter or change that Field Type.  - Mortaza

Hey, Using the filters do you now have a Grid that has all the Activities you want to be deleted?  Make sure the Grid has a list of all the Activities you want to have deleted and no other ones. All that step 15 is going to do is loop through each row of the grid and delete the record. The filter should have two options ...

I created a few Custom Fields in Quickbooks for Contract Amount but they were originally created as text. When I added the field to the contacts table in Method, it was retrived as Entity text. I just changed the Custom Field in Quickbooks to Numbers with decimal but the field in the contacts table in Method did not also convert into numbers or ...

Hey, I would start by looking at the condition block for "If Email payment notification template is checked ..." But if this error started happening after you added the new condition statement block it maybe due to where you listed the condition statements. Listed you should see an existing Condition Statement block: ...

Thanks again Mortaza, I do have a question. When I get to step 15 I am not sure how to set up the delete rules. I have two variables, activity status and date range. How do I set up the delete from table rules? Thanks again!!!

It worked perfectly. Thank you.