Method Community

Thanks for the Opportunties App. Haven't used much, but looks great!

Hi Cameron, You can check the Audit Trail under QuickBooks > Audit Trail in Method, if you'd like to look something up. If you want it in email, you could add a Send Email action to the Save function on your screens. You'd most likely want to build the body of your email into an Action Result using the Character ...

Hi sdminno, When your customers log in to your portal, they're essentially logging into your Method account. They are locked down in terms of the screens they can see (only screens in the Contacts Portal tab of Method), and there are some built-in security features (they'll only be able to see things  associated with their ...

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...

Any updates on this?  On one of our accounts that is using Method New in production, we are able to work around it but it is causing some end user anoyance.

Hi, Is there anyway I can display a ReadOnly textbox with border? So far, when a textbox is readonly, there is no border. In case textbox contains empty string, that UI is weird.  I found that one action "Get Field/Object ID", that can get HTML element ID of an object. Can I use it for this purpose? Thanks. -- Alex

Thanks.

Hi Mahlon, I've opened a feature request for this. I'll post back here with any updates. - Justin

Cameron, That should be the case. Let us know if there's any issues. - Justin

Thanks! That answered my question.  Filter was the wrong terminology. MWhat I meant was, my "To Do" Activity Type is set up to show up on the calendar and to cause a reminder. I wanted to make sure that if I put "To Do" in that action that it would still show up on the calendar and cause a ...