Method Community

Hi ttham, You'll have to calculate this in Method. I'd recommend creating the field in the Opportunity table as a dropdown, referencing the Activity table (RecordID field). Then on your Opportunity-Activity Save function you could add an Insert Record Into Table action to add the newly created Activity's RecordID into your ...

Hi Greg, If the fields you added to your Customer table are static for the customer (i.e. they do not change per estimate / invoice / etc.), then the customer table is the best place for them. You can add these fields to your Estimate table as Linked Fields by clicking on the Estimate table from Customize > Tables / Fields in Method. ...

Hello, I'd like to add some fields to a customer profile (such as property size, etc.) and have them able to be filled out/updated in an estimate form. I've noticed that the default estimate pages are QBO_Global_Estimate. I've added some fields in the Customer table, but these aren't available when I'm editing the ...

Okay, thanks.  I will create an issue for dev team. While I can't promise a timeline on resolution I will make sure this gets look at.  Thanks

QB Desktop I dont' know if it was working before. This is the first I have used this process

Hi Greg, Yes, this is working now. Thanks.

Hello MichiganJohn,      In Method:Classic, the due date end does is not set to a prescribed time when setting an activity as a Meeting.  It has to be set manually.  In Method:New, the meeting is being set just ike Method:Classic.  As Justin said, it will require customization to have the due date end set one ...

Hi Mahlon, I've opened a feature request for this. I'll keep you posted via this forum thread. - Justin

Thank you for clarifing that for me.

Hello Grif,      We have done some work done on permissions.  This should be resolved.  If you are still running into the issue, please post back on the forums.  Thanks,  Greg