Method Community

[quote user="Martin"]How can I get this working?[/quote] Hi Martin, Our warehouse app was retired due to QuickBooks filling in the inventory management gaps with QuickBooks Enterprise Solutions 11 and 12.  There's a little more detail here from a post earlier this year. ~C

Hi jpfiester, Welcome to Method CRM! [quote user="jpfiester"]Is there a trick to adding a new row?[/quote] No but there is an upper limit of 15 rows per section.  On my CRM_NewActivity screen the Add / Edit Activity section is at that limit so you won't be able to add another row here.  You could rearrange some objects ...

To make this work correctly you'll need to load the document on screen first before sending the email.  Please let me know if you have any questions on my instructions here - starting from Customize > Screens: Build a new screen from the DocumentLibrary table. Edit your new screen and drag out a grid object.  The fields ...

[quote user="vdefabis"]Help is greatly appreciated.[/quote] Hi vdefabis, I customized this solution on my own account not too long ago - let me review my specific actions to pull the document location and I'll post up a reply.  I know one limitation is your document needs to be uploaded to Method and not SmartVault. ...

[quote user="MikeB"]It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID).[/quote] To update the SalesRep you ...

This question came in from Dan via email... [quote] I am designing an Invoice in method to match the one I had in Quickbooks. I am wondering if there is a way I can set the page margins in the report designer?  I am printing to a receipt printer and the margin is messing things up. [/quote] Hi Dan, To make this ...

Do you by chance have 2 jobstatus tables in your table list?   ~C

[quote user="MikeB"]Can you please explain to me what's going on?[/quote] I'm just looking into this for you now - I'll post back if I spot any problems with this. ~C

[quote user="dottie"]1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it is a table that comes from quickbooks which makes sense, so I dont understand why it says I have to delete this table when I cant.[/quote] Hi Dottie, the popup messages are probably telling you to delete a ...

[quote user="Blake C"]How do you create a new Job for a Customer and where do you see a list of these jobs?[/quote] To create a job for a customer you'll need to already have the parent record added in Method.  Say I have a record for Barney's Bakery and I need to add 3 jobs each with different contractors under them; ...