Method Community

[quote user="MikeB"]What happens with activities booked outside these hours? Are they not viewable?[/quote] Activities booked outside your calendar hours are still added to the system, they just won't be viewable unless you customize the calendar to change the viewable hours. [quote user="MikeB"]So, if I set the day ...

[quote user="Marybeth Murphy"]When they order, I then go into QBO to add them as a customer and create an invoice for them.[/quote] Hi Marybeth, Just a quick adjustment to your process to fix this - when your lead is ready to order you should create their invoice from Method and make sure you disable Wait for sync approval. ...

[quote user="MikeB"] used the "Go To" link to go back to the parent page. Maybe it's a coincidence, but the change kicked in.[/quote] Maybe not - there might be some customization switching the sales rep here.  From everything you've posted I'm really thinking that there is some customization making these ...

[quote user="BartH"]When I go to view the table that I created it is blank.[/quote] If you're trying to view the table contents from Customize > Tables/Fields then you won't see anything here.  The only way to view table data is through a grid on a customized screen or to export the table from Customize > Integration ...

[quote user="dottie"]Shouldnt this be the same in Method?[/quote] We try to mimic the QB look and feel as much as possible on our screens.  The balance field on the Customers and Contact list is just the balance for each contact and is not totaling all jobs here.  While I don't know the SQL code for this, you could ...

[quote user="BartH"]If I create a new table would I have to go in and update the table everytime we get a new product or is there a way to setup the table to pull information as it is updated in QB?[/quote] After syncing, all your items from QB should be available in Method - to see the item list change your tab group to QuickBooks then ...

[quote user="BartH"]a. is that possible[/quote] Yes.  Definitely. [quote user="BartH"]b. do I need to create a new table to with just the supplier and items listed to pull data from?[/quote] For a dropdown, you're best to create a new table since you can also create a screen to edit that table at the same time. ...

@MikeB - I see you mentioned "contact level" and it got me thinking maybe all this confusion is around what you identify as a parent level/child and we classify as a entity (lead, customer, vendor) / contact. In your Method account, if you go to Customers > Customers and Contacts List and edit any customer. Then from the edit customer ...

[quote user="MikeB"]I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them.[/quote] Hi MikeB, I've exhausted anything I can think of with regards to why your sales reps are reverting back.  I know of no SDK limitation or anything inside stock Method screens which would revert ...

[quote user="viret56"]Would the Method team consider implemented this kind of functionality on their EstimateLine and SalesOrderLine grids?[/quote] I will put the suggestion to the team here.  I can't say when or if this feature will be added but I'll update this thread if anything changes. ~C