Method Community

Hi Method, I'm in the middle of creating the screen for managers where they could see the customer's of their subordinates. But still failing in showing those accounts, can anyone help? These are the steps that I took, 1. set the user to be able to see other's record in Users 2. Set filter to Shared users - listed by sales ...

Hi Audisho, OK it worked :) Thank you Audisho!

Hi guys, I'm looking a way to create a filter where we could display a customer without activity in the last 30 days. Does anybody ever tried that and which filter rule shall be applied? As far as I know these are the only filter available, Please advise.

Hi Audisho, This is the screenshot on how the "New Sales Rep" drop down is taking the Rep. I take the list from SalesRep Table and use SalesRepName as the field. Or Should I take the SalesRep from Entity Table? Please advise.

Hi Audisho, What is the different if I use Entity table and Customer table? I thought SalesRep's for each account only has 1 recordID. I already tried creating new screen with Entity table and Contact Table which is linked via Entity but still got no luck. Sales Rep wasn't changing. Would you mind having a check with screen name ...

Hi, Does anyone know how to have a button which assign ticked account to specific sales rep? I want to create a specific table for managers where they have ability to check more than 1 account and assign to new sales rep. But I couldn't find the correct action after clicking a button. Does anyone has idea how to make this ...

Hi Justin, In my other thread saying that we had excess '00' in each amount that we input. I found out why it is happening, it is because the rate is stated as % / percent but we create the price in QB as actual value. Could you please confirm how to remove the rate as percent? Thank you.

Hi Justin, 1. Sent to email will be sufficient.  2. Yes, I can create the invoice via Method and sync automatically to QB. I have question on the field though, What does it mean by pending invoice? is it not sync to QB? Who is going to approve if "Wait for Sync Approval" checkbox is checked? What does it mean by ...

Thanks Justin. I'll be waiting for the support

Hi Justin, Sorry if the information was not compelete enough. But here is the answer, 1. Our Reps receive the order manually from client, then input client's credential as leads. Inside the leads there is a button to give notification to finance so they could verify and confirm the customer creation plus create an invoice to be printed ...