Method Community

Thank you for that excellent walk through Greg. Using it, I was able to export the field I wanted to update, along with the RecordNumber, update in Excel (as CSV) then reupload. But something has gone terrible wrong. While the Yes/No field updated, it did not do so in a consistent way. That is not the disaster. The big problem is that now my ...

Hello Mike,   I had done the above screenshot to show the value of each field when a customer is selected.  You do not need to put the EntityPhone field on the screen or manually enter the number.  The work order record (ie. activity) will populate the number automatically once you populate the customer drop down.  The phone ...

How can I set this up so that the customers phone# gets automatically populated once they select a "customer" to start the work order? I was able to follow your intructions, but I don't want me or my staff having to also type the customers phone number in every time we fill out a workorder. It seems like there should be a ...

Hello Josh,   There are two ways of updating many records at once.  You can do an import update or create a screen to mass update the records.  The import update would be the best and easiest way of performing the update you need to do.   All you would need to do is export the RecordID and your custom field.  ...

Greetings all, I have created a yes/no variable in the Invoice table connected to QBO. But we need the initial value of that field to be "Yes", and we have thousands of existing Invoice records. I found Help topics that gave the "answer." But for the life of me, I can't find WHERE I can find the "Action ...

Hello James,    There isn't a list that is available that tells you what QBO fields are available in Method.  When you create the account, the best thing to do is to take stock of what fields there are.  One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. ...

This is great to know. thank you! I was also referring to the benefit of using meeting invites (ical) with people who are outside of your organization and who DO NOT use Method. The meeting invite allows them to click the "Accept" button to automatically add the appointment to their calendars no matter what calendar program they use, ...

Hello Mike,    We have the ability to send an email when you create the appointment (which is considered an activity in Method).  On the new activities screen, you can check Send an Email?.  From here you can select a template and send the client a reminder when the appointment is saved.  Unfortunately, Method does not ...

Hello Gregg,      There is the ability to sync with a Google Calendar and Outlook calendar to see where meeting conflict with other appointments.  Both work in similar ways.  Users can sign into their Method account with their Google OpenID.  Method will then create a Method calendar in your Google ...

I am responding to Greg's questions below in blue -- thanks Greg, for responding and I look forward to dialog about this:  This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. >>>To ...