Method Community

ttham, If you cannot see the Tables / Fields tablink within the Customize tab, you'll have to request access to it from your Method administrator. In order to answer your question, I'll need to know how you'd like to determine the "Last Activity". Would you like to show the most recently created Activity? The ...

Hi Edward, Sorry for the late reply. Customers and Contacts are two separate tables in Method, and have separate screens as a result. The Customer is the main one you're concerned with for QuickBooks-related purposes, they're the entity to which you attach Estimates, Invoices, etc., whereas a Contact would ...

Hello Vicki,    I need some clarification on the question.  Are you looking to add a payment link to the email or a field on the list builder table that has a unique payment link?  What is the end goal?     We do have an article on the List Builder system, but I don't believe it will answer your ...

Hi Sandy,  This is definately possible with some customization. To start, you would need to determine on which action the Purchase Order would be created. You could do this on the save action, and then then either set a new Yes/No field if the Purchase Order should only be created once, or you could set a new dropdown ...

Jen,  Thank you for your post.  Method does not allow duplicate 'Tag' names for Entities and Contacts i.e. 'Client' in the Entity TagList would have to be added to Contact TagList different in a different format i.e. "Clientjen'. This is becuase both are seperate tables and duplicates cannot ...

JPHenke,  Thank you for your post.  There are a few avenues you can go down to resolve both these issues.  Deleting User: Deleting a user cannot be done in Method. Once a user is logged into the audit trail (ie. they update a record in Method), then they cannot be deleted. They only can be made ...

Hi RadioGuru, The easiest way to do this would be for me to put in a request to reset your Method account. It will restore your account to the way it was when you first signed up, prior to syncing, so you'll lose any activities, as well as any custom fields, screens, or tables. If you would like me to do this please email me your ...

Hi Nebo, You are correct, the LeadName field doesn't show up in the Customers or Contacts tables, if you seeing this value from the New/Edit Lead Screens, note that this is only a label, not the actual fieldname stored in the table.  I am not sure how familiar you are at this point doing customization in Method, but I can give you a ...

P.W.   I am no expert by any stretch but I believe First you'll need to know what table your screen is based on. Then...     Go to that table in  CUSTOMIZE, TABLES/FIELDS and click "Edit Fields" Next     Add a new field as a DROP DOWN in the exact name an punctuation as the ...

EDIT: Per http://method.me/cs/forums/t/5181.aspx I see that modding Entity is an accepted, perhaps even bast practice.  I'll leave the original post for anyone else who may have the same question or concern. ---Below, the original post: Thanks! I was reading http://method.me/cs/forums/t/454.aspx - at some point, ...