Method Community

Hi Mike, If you're going to be importing using our Import / Export Tool and the import fails, the record simply won't be added to the table. If it succeeds and you'd like to delete the record, you will be able to delete it (assuming you haven't added any transactions for it). If you'd like to back up your table ...

Hi Mahlon, To clarify: the field you're trying to link is also a linked field in the table you're linking it from, correct? Let me know. - Justin

Hello! I am new to Method and Report Designer. Appreciate any help to accomplish a simple task. Objective: To produce a report for all existing opportunities (one line per opportunity) with the last activity (with assigned person, due date and comment) I have tried using the CRM_Opportunities_ByType and CRM_Activities_WithComments but ...

At the end of the day, we click on each work order and click a button to send a follow up e-mail. Now, we are getting a little more creative.  We have created a landing page for each technician performing the job with a custom link.  Is there any way to auto format the links in the e-mail template to the "assigned to" on the ...

Is there any way to host custom fonts in the report designer? The company I work for uses Bank Gothic on some of the forms we use but it is not listed as an option in the default font list. 

yesterday, I was able to do an complete invoice and today I have issues with it.   Any of the invoices I created in Method today is not syncing over to Quick books.  The problem is that when we go to print preview the rate of the item is there but the column with the amount is not carrying over so therefore it is not going over ...

No I'm only using the Comment Field

Any ETA on a fix for this?

Ok thanks for the answer.  I'll try it out tomorrow and let you know how it goes. I haven't used the 1 hour consulting session yet but I'll grab our account manager if need be Thanks!

Ok got it. Thanks!