Method Community

s.white, If you enter a value into that field in Method is it getting synced over to QB? What kind of custom field is it(What is set for What kind of data)? -Michael

Gary, I am going to have to look into this for Sales Orders the field isn't there and it doesn't look like it can be linked. I will get back to you on this. -Michael

Hi Gary, You can use conditional formatting to get the results you want. General Info: Formatting is set by clicking on an object and in the property grid (bottom right) editing the Formatting property (It will say (Collection) and if you click on collection you should see the ... to ...

Hi Lance, Try this again now. It should be working. -Michael

Hi Jennifer, I have added this as suggestion to be implented in Method. Currently if you want to have this at the customer level you can add a grid to the DocumentLinkLibrary table. I would recommend taking a look at the CRM_EditOpportunity screen and reverse engineer the documents section. -Michael

Michael- Our mobile screens are due for some revisions and when that does happen I will make sure to pass this suggestion along. -Michael

  Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate When a Customer is selected the Rep field is ...

[quote user="m.mehr"]Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?[/quote] Great suggestion. This should help you save time and streamline the process. -Michael

Hi Michael, You would need to use a label with the following tag <a href="tel:tellink">NUMBER</a>, where number would represent the number you are trying to dial. If you take a look at the FieldServiceMOB_WorkOrders screen(Part of the Field Services App) you can see this in action. When looking at that screen ...

JamesQ, You can only have one value displayed in a drop down after it is selected. As an alternative you can make the Opportunity name the first column instead of the RecordID. To do this you have to add a linked field that points to Name, so if the drop down is in the invoice screen you will need to add the Name field as a linked field ...