Method Community

Hello Jim, No, you are not missing anything. This is how the stock screen is configured where it does not allow you to add any comments in the follow up section. The reason behind this is once you set up the follow up, and if you click on the follow up activity, you can see the previous notes of the existing activities. Here is the link to the ...

Hello DavidD, I tested this scenario on the stock invoice screen and I can not see any issue with the Due Date. Here are the steps I took to test your query and the results produced; 1 - Created an invoice, entered Date 7/1 and Terms Net30. Result = Due Date auto updated to 7/31. 2 - Edited invoice, before saving, by changing ...

Hey Noel, I got to: Field: Special Type Field Type: Text Filter: Contains Get Value From: Value from Screen Select Value:Existing Customer Contact List  But I still see the duplicates. I'm not sure how from what I selected or any of the choices would filter out the contact jobs. Thanks!

Inder, My main issue with scheduling follow-up activities using the Schedule a Follow-up option is this:  I cannot specify different comments for the follow-up. For example, I complete an activity for a customer regarding Task A.  This activity leads to a follow-up activity of Task B.  Using Schedule a Follow-up, I do not see ...

If you haven't registered to join us at our Appreciation Event on Monday 20th October, during QB Connect in San Jose - now's the time! Register here. Come and take a first look at the new version of Method and enjoy libations and celebrations with the Method team! When?  Monday 20th October, 5pm - 7pm ...

Hello Jim, Here's my answer. If you want to create a future activity for the case you should use Schedule a Follow-up option. Let me explain in this way when you create a case on the basis of imcoming call, email etc, you create a activity for that. Since that activity(call, email etc) is already completed you do not set a future date ...

Inder, I do understand your answer. However, shouldn't the system function the same way when creating activities regardless of where I create them (Activities vs Cases)?  If I create a future activity via the Activities tab, the activity does not show a Completed Date or Duration.  However, when I do so via the Cases tab, the ...

Hi Wentsi, What you are seeing is the contacts for your QB customers including contacts for their jobs listed on the one grid, which is normal. If you wish to modify what data is displayed you could create filters and different views for the grid to display. In this instance, if you filter the grid for Field:Special Type, Filter:Contains ...

Hello Cameron222, Here's my answer. In order to achieve this, first create a Standard Web-to-lead form, and then on step 8 of 9: Edit Field Description, look for the formulas for Customer-Contact. Copy the formula and you can use this formula for populating First name and last name in your desired field. In the last line of the formula ...

Hello.  I am looking for assistance/guidance for how to update the due date for invoices whenever the "date" of the invoice is changed.  Here is an example of what happens.  I create an invoice on 7/1 with net 30 terms.  The due date auto calculates 7/31 when the invoice is created by using the current date. ...