Method Community

So I looked through the forum posts and any that remotely seemed like they might fix this problem such as going to fields/tables of contacts, customers, and entity and resaving them, or going to the actual lead and customer edit screens and republishing them, but the same problem kept occurring. My problem is this: I have a customer that has a few ...

Dottie, Just so I understand....when you filter the grid, you'd filter by the job first, then the type of transaction?  Example: all invoices for Customer A: Job X, the grid would show a line for each invoice with Customer A: Job X?  Then total the amounts at the bottom.? What type of business would this be for?  This seems ...

In the primary customer/lead record I want to add 2 custom fields. This would not be a mandatory. Line of Business (alpha) and kw (decimal 3 pts) meaning kilawatts installed, needs to be a field on the new customer and/or lead field and displayable in the additional info section whether the person is a lead or customer. I am not sure which screend ...

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want ...

For some reason a handful of Estimates were purged from the Estimate table for a time period a couple months back. Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way? I certainly don't remember removing 40 Estimates on my own. Nor did my salesmen do this. During ...

When I log in to one of my Method accounts (as the Admin and using an Admin tab group, as well as using other users or roles) and go to the QuickBooks tab and look at the Synchronize screen, I see the Installation instructions section and the Common QuickBooks integration questions section, but not the Edit Synchronization ...

I am very new at Method and just starting to customize screens, tables, etc. I feel like this should be simple but what I've tried isn't working. I am modifying a copy of an existing screen, and trying to add a new row to an existing section in the screen. When I click on a cell in the section then on the "Add Row" in the ...

[quote user="dottie"]1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it is a table that comes from quickbooks which makes sense, so I dont understand why it says I have to delete this table when I cant.[/quote] Hi Dottie, the popup messages are probably telling you to delete a ...

Hi Karen, [quote user="kdellaripa"]I've gone to the Tables/Fields section for the InvoiceLineItem and clicked on Edit fields, but it won't let me edit that field.[/quote] Once a field is created there is no way to edit it, you're only allowed to delete it. [quote user="kdellaripa"]What can I do to change that ...

[quote user="MichelleSFI"]Is there a list of fields that are shared between QB and Method CRM data that I can get? [/quote] There's no list of the fields in our help docs right now. [quote user="MichelleSFI"]Also, are there any limitations to the fields that can be linked between the two systems?[/quote] If you run ...