Method Community

Hi Fred, The grid on the Customer and Contacts List screen is based on the Contacts table and displays each contact for all of your customers. If you have more than one contact for a particular customer, that customer will be displayed twice in the list; once for each contact. Additionally, a job of a customer is technically an additional ...

Michael, I realize this post is dated but I am finding myself in the same position, has there been any change with respect to how Quickbooks/Method communicate about multiple jobs under a single customer? After importing my Quickbooks customers:jobs into a Method test file I have the same customer listed multiple times, each occurrence ...

Hi Mike, This can be done using the Import / Export tool or you can build a screen that will perform this. Take a look at my first reply in this thread for more details. I hope this helps. -Audisho

Hi Alex, This can be done by selecting the Edit button on the field and proceeding to step 4. Enter your desired number of decimal places into the Decimal Places field and select Finish. I hope this helps. -Audisho

I need to know how to do a batch update. we had a sales rep leave our company and i need to transfer all of her assignments to another rep. 

Hi, when I display some Money field or decimal field on screen, it sometimes, have two or more zero appended after decimal points (for example, 12.5800, 12.58000000) Is there any action or funciton that allow me to control the display format of decimal value? Thanks. -- Alex

Hi joshsAA, Labels and text objects do not allow you to format the contained value in this manner. Most of the objects with dollar amounts on our screens are money fields that are stored in the table. These fields are formatted to 2 decimal places by default. If you are using a basic math calculation action to obtain your daily sales value, the ...

How can I format a number that is in a label found on a screen, NOT in a report.?  I have a label that contains daily sales, but looks like 2840.2300 and I would like it to look like $2,840.23.

Hi Douglas, Have you taken a look at our Report Designer video tutorials? They're a good starting point if you haven't dealt with Report Designer much. It's a fairly robust program, so it's not surprising if you don't know how to use it right off the bat. The Generate Report action is an action in Method (not in ...

Hi Jonathan, My apologies, you are correct that this does not work. Try this instead; add the IsLeadStatusOnly field to the grid so that it is accessible as an on screen object. Then edit your conditional statement to use the field on the grid: [quote] Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = YES Go To Tab ...