Method Community

[quote user="MichelleSFI"]Is there a list of fields that are shared between QB and Method CRM data that I can get? [/quote] There's no list of the fields in our help docs right now. [quote user="MichelleSFI"]Also, are there any limitations to the fields that can be linked between the two systems?[/quote] If you run ...

[quote user="millrats"]How do i add new fields to the New Customer Table I tried to do it but it dont show up when i open new customer[/quote] If you made the changes to the table then you'll need to go into the screen deisgner to add those fields to the screen.  We can't automatically add new fields to a screen since it ...

[quote user="karen"]so I need to choose it right [/quote] I think your best option is to add a tab link based on the reply.  Make sure you add the tab link to your new tab for sales people that way you can keep your original invoice page available for your own purposes.   [quote user="karen"]If I choose ...

[quote user="dottie"]if this computer is turned off for some reason and Method cannot access the job numbers from the custom field I created in Quickbooks will all my already assigned job numbers main sync populate & change into new numbers like they did previously.[/quote] The way we built your actions, Method is the one populating ...

[quote user="dottie"]Another thing I noticed is that even when I correct the job numbers that do not correspond to the custom field in Quickbooks they eventually change to other job #'s in Method after the screen reloads a few times[/quote] I suspect this is realted to my other reply - we tried a few ways to get this done for you ...

[quote user="dottie"]Any reason why this may be happening?[/quote] It's possible you just need to wait for the information to sync over.  If you're seeing a problem after a full sync then you'll want to review the actions on the screens.  We walked through a fair amount of customization so it's possible you ...

[quote user="dottie"]Any way to have the job # information automaticially transferred from the new customer screen to the edit custumer screen so we can see what job number has been assigned after the new customer is saved?[/quote] Since you have this field already added in the customer table all you need to do is drag the job number ...

hi karen, [quote user="karen"]on step 3 which one do I need to choose ?[/quote] On step 3, when copying a screen, the options presented mean: Do not add a Tab link: This will not add your copied screen to any tab.  Your screen will only be accessible through the Customize > Screens section or if you call the screen as a ...

jeremy,  Here's a step by step to get this working... Click Customize > Screens and look for the CRM_NewOpportunity screen, rollover this and click Copy. - when making a copy please make sure that you: - Step 1: copy from This Account. - Step 3: you want to Add a Tab Link to the Opportunities tab. Once that finishes find ...

Hi Marybeth, Sorry for the trouble you've been having with activities.  It sounds like you're working in a stock screen with Method but having an issue - this type of problem is definitely covered under free support so please call us at 1-888-925-6238 option 2 for support and I can look into this for you. Alternatively you can email ...