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Hello Meghan,
Here, my answer. Unfortunately, we do not have any documentation available for the list of Method screen and functions that works and don't work with QuickBooks online. Secondly, You can not adjust quantity on hand in Method. Usually when user post on forums they specify the version of the QB and then we reply ...
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I have a field called "customer sort order" is a number.
I want to update this field by adding a 0 to all the records.
For example is sort order is 2 it will change to 20 , if it is 3 it will change to 30 and so on.
How would I do something like that
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Hello Marcelo11756,
Here's my answer. Unfortunately, you can not calculate Average in the grid and show at the bottom of the column on that grid. The only option to calculate on columns is Subtotal. However, you can calculate the average of the column on the grid and dispaly it on the screen(not in the grid).
In order to achieve that, ...
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I want to be able to edit ONLY one column in a grid, is this possible?
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If I use the Save All action to save a new record it does not set the current screen Record ID. It would be nice to be able to obtain the Record ID of the record that was just added so it can be used in other actions such as automatically creating line items.
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Hello Mahlon ,
This issue is fixed now. Filter criteria no longer clears while editing a snapshot. I have thested this on my account and it is working fine. Please test it and let me know if there is any issue.
-Inder
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Hello Mahlon,
The issue is fixed now. I have tested it on my account and it is working fine. Search now works with single quote in the search field. Please test it and let me know if there is any issue.
-Inder
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I want to block off holidays on the Method Calendar when we won't be working so I don't book appointments or calls on those days. How can I do this?
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I am the salesperson in the company. How can I track how much revenue I bring into the company. I am bringing on new customers. The customers we already have or house accounts do not count towards this.
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When a person fills out the webform, is the data they put into it emailed to Method, or is it entered directly into Method?
I ask because if our email server goes wonky, I don't want to lose that data.
Also - any suggestions on how to add a spam filter or honeypot to the form?
Thank you!
Meghan
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