Method Community

What actions do you have setup to save the information on your new screen, please list the details of the action(s). Also, if possible please provide a screenshot of your EmailType table's fields (Customize > Tables/Fields > click on the EmailType table). The only reason I can think of why the field won't automatically show up ...

Hi NeilRick, Just to ensure I'm clearly understanding what you're looking for, you want to have a Dropdown field called "Email Type" and this field will be available on both the Shipment and Email Sent screens? Currently you send out the shipment notification and that email is then stored on the Emails Sent screen, ...

We received the following questions from Micky via email. [quote] I have signed up for a demo and am playing with the portal function. I have integrated the doc vault function and managed to add a tab to my portal called documents and it pulls from the list of document tabs available. My questions are: 1. how do I set up customer specific ...

Hi parkerweb, Yes when editting a user click the Send email reminders before they are due check box on Step 3, you can get to this screen by going to Customize > Users > find the user and click Edit... on the same row as their name. You'll also need to enable Automatic Reminders in the Activity table: Customize > Tables/Fields > ...

Setting up Shared Records allows managers and other team members to view and/or edit each other's customers, activities, and transactions. In your case it would be limiting the records your users have access to only records assigned to them. If you would like to learn more about shared lists check out the following link from ...

Hi Lisakay, Just wanted to provide some more insight regarding this request. If you limit a users access to records it limits them across the board, so it wouldn't affect only the Leads or Activities screen, all records on all screens will be limited to that user only. Additionally, if you already have a large amount of leads that you ...

Yes you can do this by first ensuring your Users are added as Employees in QuickBooks or Method. I see you already know how to limit users record access so the next step would be to link your user to an employee. Edit the user's settings by going to Customize > Users then click Edit... next to the appropriate user. On the first step of ...

Seems like you know exactly what you want, however from what you've described your best bet would probably be to use Method for all the customization. QuickBooks is not too customizable and if you choose to use it for the Accounting portion I'm not sure you would be able to get what you're looking for, i.e. custom Method fields sent to ...

No this looks very good, and if it works as you want it to then by all means keep it. Great work!  - Ashur

Hi MikeB, You can definitely use merge fields in an email template but what you're looking for can't be done. That's because Method has no action that exists which calls to open up the edit screen of another action. One option you have is to copy the NewActivity screen and edit the Choose Template drop down object. View the ...