Method Community

dottie, This is actually better handled through custom fields in QuickBooks.  Open any customer for editing the click into the Additional Info tab - there's section on the right hand side that says custom fields.  Click the define fields button and you'll get a popup to enter more information.  Call the field whatever you ...

[quote user="dottie"]Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?[/quote] If you don't care what number they are given then you can simply use a field like RecordID from the customer table since this field will never duplicate.   If you want ...

[quote user="AutumnW"]Is it possible to process checks/e-checks through Method or only credit/bank cards?[/quote] This is possible if you have the correct payment gateway setup.  Your "process with payment gateway when saving" box will change to reflect the type of payment you're trying to process ...

[quote user="dottie"]Any advice how this can be done?[/quote] Yes, the best way to do this would be to build a set of actions for the Text Change event on the Job Status drop down. I think you're familiar with copying a screen so I'll skip that step here. With a copy of the CRM_EditCustomer screen you want to look for the ...

[quote user="Method_Chad"]I'll put your suggestion in to the dev team to add that field as hidden by default but until then you'll need to customize the screen on your own.[/quote] If we get more requests on this suggestion we'll consider adding but at this time it has not been brought up before. ~C

[quote user="Jcamp0123"]For the purpose of looking up completed activities, another column that would be helpful would be the Completed Date[/quote] Hi Justin, You've got the option to add this column through customization if you wanted.  You would need to make a copy of the CRM_ActivitiesList screen first following ...

[quote user="Dave"]How can you detirmine which filter is currently active on a grid?[/quote] This information isn't stored in a session so there would be no way to determine which filter you're on.  I've submitted a suggestion to the team here to add this information to the Get Value From Screen but I can't tell you ...

[quote user="MikeB"]But I guess there's no way to export without those tags showing up, right - without deleting them, that is?[/quote] No - you would have to adjust the SQL Override to remove those extra tags.  Since these extra tags are added to the grid they also end up as part of the export.  You may want to make a ...

@Joseph - these features have now been added to the stock activities list screen.  Checkout today's release notes.  Looking forward to your feedback. http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/08/31/method-crm-updates-august-30-2012.aspx Danny 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New (#3710) - in some cases you might want to filter your activity list by more than one piece of information.  For example, you might want to see all the activities assigned to ...