Method Community

Hi David, Aside from creating a new account and copying over your screens, you could try to associate the new restored company file.  This is merely a suggestion, and I can't confirm it will work. If everything in Method is deleted, you may be able to sync the restored company file.  The conflict shown may not be from a ...

Jessica, You can use the import/export tool, filter using the campaign number and change the status to 'cancelled'.  I don't think you'd want to delete alll of the activities, for historical puposes.  If you want to delete them, you'd have to do that through customization.  For more information on the ...

Annette, You can use the Character function to get the length of the value first, then use a basic math calculation to trim 9 from the length value.  You can then use Get right as you would know the length after the colon. - Adam

Neil, I did a quick setup with action results and I'm getting similar results as you.  I'll have to dive into this a bit further to see if its an issue with the action results.  I can get the link to show in a message, but it doesn't seem to work on Gmail.  Outlook shows the whole code.  This might be an issue, or ...

Hi, The Purchase Order screen is hidden in Method for QBO, as it is not supported for third party apps yet.  This is not only with Method, but all third party applications.  If or when it gets supported, I'm sure Method will soon follow suit. Hope this helps. Adam

Hi, First and foremost, thank you for the kind words.  I can understand your frustrations, and I can tell you that we constantly strive to make improvements.  With that said, I can tell you that we do have a new version of mobile in the pipeline for a late spring/early summer release.  This will be a native app, with a completely ...

Neil, I did a quick test using your exact code posted on the forum and was able to have the link work in Gmail.  All I did was create a new screen with a button and a Send Email action, and put the code in the body.  Is that where your code is?  Is it part of an action result or typed in?   You might have a browser ...

Beth, Yes, you can only edit a copied or new screen.  You cannot alter our stock screens.  So you'd have to copy the CustomerList screen and edit the copy.  Then you can make your changes.  I'd also suggest you watch the webinar on screens if you haven't already.  In it they will talk about replacing tab ...

Neil, Have you tried using "http://" at the front of your address? - Adam

Beth, Sorry I should have added that you'll have to click edit on the Contacts grid.  It'll be on step 2 of the wizard. If you're looking to get into customization, our webinars are a great learning tool.  They can be found here.  More information on customization can also be found in our Help Center.  We also ...