Method Community

12/4/14 Update I am continuing on this post because I think the issues may be related. I created the table below in method. I originally had the field Style set to be unique. After more consideration, I decided I did not need it to be unique. I had to go into method classic to change the status. After a few minutes the status was refreshed in ...

I have put my web to lead forms in my ecommerce template so that the form shows up under all of my products.  So the customer can put in all their info and submit the form, however they don't always fill in the text box describing what they are interested in because they assume that it is tied to the page they are on. So is there a way ...

Hi Jeff, Thank you so much. That is exact what I need. -- Alex

I know how to filter the grid to get the work orders that I want, it is when I have all the work orders instead of using the check box and going page by page (approx 2000 work orders) maybe it is an easy way to do it.

Hi Marcelo11756 Do the work orders have to meet any specific criteria to be eligible for invoicing such as status of Completed or certain number of days old? Jeff

Hi DAllen100 We'll keep it reasonably straightforward then. I'll go with the assumption that you've taken a copy of the Sales Order screen and added it as a tab link to the Contacts Portal. If not and you're stuck just let me know. Prepopulating the Customer name One thing you might notice about the Sales Order ...

Is there a way to cuztomize a screen so I can select or unselect all work orders in a grid, not page by page, when I invoice my work orders at the end of the month, I have several pages that I have to go to select them all. I would like to simplify the process

Hello Lance,     You do have to create new tags using the interface on the Edit Contacts screen.  There is no other way of creating a tag.  Once you have your new tags you can use the Integration Tools to import tags to other records.  Check out this forum post that explains the process.  The taglist field is a ...

Hi Alex Welcome to Method! Let us know if you have any problems or questions. 1 - Custom fields from Quickbooks will sync over to Method but any custom fields created in Method will not sync over to Quickbooks. 2 - If you haven't updated the custom fields labels in Quickbooks it should still show a name such as ...

Hi Greg Can you please call our support line when you get a chance? The number is 1.888.925.6238 Option 2. Jeff