Method Community

Unfortunately, there is no way to edit that grid to show only active users.  We do plan on making improvements to the calendar object in the future, but I have no ETA on when that might be. You should be able to delete inactive employees. Are you not able to do this? - Adam

Hi Maia, First off, I highly recommend trying to do this on the Quickbooks end of things. The reason I say this is because trying to do this through Method would be incredibly complicated.  Aside from matching the tables (difficult and time consuming in its own right), making sure transactions id's and list id's match up ...

One thing you could do is create users that can't sign in and call them "Training Room" or "Sales Calendar" and assign activities to those users.  You might be limited in that you can only assign one resource, so you wouldn't be able to additionally assign a user that booked that particular resource ...

It would be almost the same as a follow up.  You can store the information you need (the name of the Lead and any associated info) into action results when the checkbox is checked using 'Retrieve Value from Screen' action.  Then on the save button, you can insert a record into the activity table to create the task, ...

You can definitely create a task by clicking a checkbox.  I would recommend looking at the actions on the Add/Edit activity screen, specifically the Save button.  I sounds like what you want to accomplish isn't too different from scheduling a follow up.  Am I correct with this?  You can use shared results to store the ...

Mary, You should be fine to install it.  We haven't had anything reported about the plugin and Windows 8.   - Adam

Neil, Just so I understand correctly, you essentially want to survey customers based on the items the estimates are based off of.  Am I correct here?  If the info is already stored in a grid, it is already stored in a table. I don't see why you need to create a new table.  I am thinking you can store the recordID for each ...

I don't believe you can edit the values in that grid to only show active employees only. What you can do is edit the screen and add a second resource in Step 3: Choose Resources.  You can add the 'IsActive' field as an additional resource. You can then type "True" in the grid to show only active employees. - Adam 

Hi Suzanne, You will have to edit the "Save & Email" button of the screen to attach the estimate to the email.  First you'll need to add the 'Generate Report' action to the Save & Email button before the Send Email action.  This will create a pdf of the estimate (same as print preview) and ...

Hi AutumnW, I can't think of anything that would prevent changes being shown. I did a quick test and added a label to a portal screen and it showed.  What browser are you using?   - Adam