Method Community

Mahlon, What's the behaviour associated with the switch account function not working? You might want to give us a call about this one so we can do a screen share. If you'd still like an account removed from your Method ID, please email me the Company Account name associated with that account. Alternatively, if ...

Hi Mahlon, Could you confirm whether or not this is still happening for you? - Justin 

almost there!  :) i made the custom grid but now have the following two "how to" questions to complete this: 1. i only want to see "Main" contacts, I'm not sure what the criteria is and how to set this filter. 2. i do not see the action to export to grid.  is this something i need to create and add to the ...

Hi Mahlon, I've created a ticket for our development team to look into this, I'll keep you posted through this forum thread. - Justin

I am trying to learn how to customize some of our screens. I started with the Estimate screen.  I copied it and renamed it so that I could start editing it.  The first thing everyone in my company wanted was for that little checkbox in Estimate screens that reads "Wait for Sync Approval?" to be checked by default. ...

Hi mholden, You should be able to do this using a grid and the Export Grid to Excel action. You'll want to create a custom screen containing a grid with the information you want in it, then use the action to export that grid to Excel. Hope this helps. - Justin

Hi Mahlon, It turns out that when a user signs up for a LinkedIn account, their profile URL is automatically generated in the format http://www.linkedin.com/pub/name/n/nnn/nnn. Users then have the option of creating a more meaningful URL in the format http://www.linkedin.com/in/username, specifying an available username as ...

Hi Mahlon, I've put a ticket in for the issue with the End Date field not being saved in the Date Difference function. For the other issue, it sounds like you'll want to change your Date Difference function to Show result in Total Minutes as opposed to Minutes. Show result in Minutes simply calculates the ...

Fran, That's fantastic.  Wish I had it 4 years or so ago. Yes, nuances.  Like why does QB have a Name and FullName for some tables?  I'm sure I've figured that one out some time ago, but now I forget.  And all those address fields that QB holds and how they print on Checks, etc.  Fun stuff.  But, really ...

How can I change the mobile screen for customer transactions to only show sales receipts and payments?  Right now it shows invoices, payments, and sales receipts and then totals all of them which confuses my sales guy.  He only wants to see customer payments and sales receipts totaled.  This is how it looks now.  As you ...