Method Community

Ryan - Thank the team for me. And I believe *you* are my business consultant, are you not?...

I see. So the fact that the SDK will support such functionality, but I have to have my system customized in order to take advantage of it, indicates that it was a business decision on Method's part not to include it in the CRM package. (I presume that there's no difference between the CRM and Full Blown editions in this regard, but please ...

Ryan: Just to be clear -- we don't care about copying the actual/physical/logical SO layout itself into Method, or making the Method screen "look like" the custom Sales Order we're accustomed to using. There's no need to redesign or customize the SO screen to make it resemble, or have the same look-and-feel, of our custom ...

Valbon - I do not fully understand your reply. Do you mean to say that Method will recognize and report the values contained in the Price Level field (since they show up on the pull-down), but it won't apply them in any way? And that if I want to have the Price Levels table control the pricing charged for a Customer's items, I have to ...

Ryan was working on this one, but thought I'd check for an update. I've customized the Sales Order screen to include the SO Template field, but when I try to pull down the values and select one of our SO formats, the pulldown works, then comes up empty. As a result, all of the Sales Orders created in Method are coming into QBooks with the ...

We have the same issue that Steve mentioned over a year ago -- Sales Orders created in Method are not looking up the Customer:Price Level and assigning the correct price to items listed on the Sales Order. The Customer record / Additional Info *shows* all our price levels, and shows the correct Price Level selected and set for this Customer, but ...

[Topic bump] Ryan, just checking in - any news on the image thing?

We would like to define a scheduled report that is based on QB's Sales by Customer (Detail) report, but that filters for one (or more) specific customers, and which includes some custom fields we've added to the Customer table (Ship-to address block, basically... for customers who have us drop-ship their orders.) In the standard ...

Ryan -- File format is no longer an issue; as noted in my edit to previous post, I had a bad path to the image. The image is now showing up when I create a follow up, but when the email arrives at its destination the image is missing. In the source code of a follow up email, I see the following, which looks like an incomplete path to the ...

Okay, I got to the right message template. I've experimented with typing in a new field header and field name, but the formatting seems pretty haphazard, and those little <X> control gizmos are downright dangerous - I've had to quit the edit half-dozen times because I inadvertantly wiped something out. What's the trick to adding ...