Method Community

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. ...

Hello Jim, Here's my answer. First of all Duration is displayed in "minutes" and as you mentioned that activity you set is a future activity that is why the negative duration represent the minutes left to do the Activity. For eg. if it is showing -60 under duration column it means you have an activity due in 60 ...

Hello Blake C, I am glad to inform you that the issue has been fixed, please test it on your end and let me know if there is any issue.  We have test it on our end and it is working fine.  Have a great day! -Inder

LaCrews, I just ran a test insert loop to a temp table with three fields, all of type text. Took 56.47 seconds to process 100 inserts. Has it always been this slow for you? Has the code changed at all on your end? Best, FW