Method Community

Hi Kathy, You can add fields to tables by navigating to Customize > Tables / Fields in Method and selecting Edit Fields... for the appropriate table. If it's a new, custom field you want to add, give it a name and select the appropriate Field Type from the dropdown, then click Add Field. If you ...

We are parsing fixed length data and want to trim the trailing spaces.  The character action doesn't appear to have an option to do as such.  Maybe there is a tricky way somewhere to do so. Thanks.

I would like to add fields for: Date received as prospect Date converted to client really Months to convert(a calculation) Referral Source General Referral Source Spec Estimated Annual Value Opportunity(hot, med, cold, closed) Service(item) Team member assigned Type of organization

Going back to the bill screen, where should I put the actions to auto populate the new item info,  Should I enter the new item info into the screen or into the bill line item table?

Hi Marcelo, If you clear the Shared Result after you're done using it (after populating field / after pop-up is closed), that should mitigate the issue you're experiencing. - Justin

Hi Marco, Under Customize > Tables / Fields in Method you can add a dropdown for Currency to the ActivityJobItems table, selecting the Currency table for the list of values. You can then add the ExchangeRate field as a Linked Field, linking it through the Currency dropdown. This will make these fields available for the Line Item grid ...

Hi mholden, If you follow the suggestion from my previous post, you would be able to add your custom Company Name field to any Print Templates. This would allow you to send your clients invoices containing Company Names with as many characters as you like. - Justin

Hi Chris I have just use API (methord MethodAPIUpdateV2) to convert Lead to Customer but it's response "does not support edit." [MethodAPIUpdateV2Result] => <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "The field IsLeadStatusOnly does not support edit." ...

It looks like the value of the shared results stays stored in the shared result. I did like you said, assing value to a shared result in the bill screen before tha action to open the pop up screen. Then, in the pop up screen get shared result and I entered to a field on screen to see if always has a value or sometimes is ...

I'm trying to make a Work Order automatically calculate foreign currency amounts directly in item grid. Item Cost comes in home currency even though selected customer is in foreign currency. I believe I need to configure some kind of action within grid to have the automatic calculation using actual QB exchange rate.