Method Community

I created a field for Taglist in the New Lead screen, but realized that I need to tag my contacts not my entities. So now I would like to delete the tag names that I created for Entities so I can create them within the Contacts, but I do not know where to find that tag table to delete the names Thanks! Jen

I would like to add a time zone filter to my Vendor and Customer lookup tables/grids.  I would like to know how to add this filter to the window that I see on the left hand side of the screen when I open my vendors window.  I would like the option to either not use the filter, or to select one of the United States time ...

Thanks Matt for the response.  I do believe you are right. You can place a textbox to the screen, but you have to add an action to take the value and store it in a certain field on the table or it is lost.  The system doesn't know where to save the value if it is a plain textbox. Greg

Hello Blake and Matt,    I have to ask first, are there double '$$' in the Default Currency Symbol field? (You can find it under Customize -> Display)      Also, are you using QB Online or QB Desktop?  What is in your currency symbol field?  If you can, can you supply a screenshot of an invoice ...

Is is possible to do a customization where select screen input data on a customized screen is posted to a shared calendar that can be seen by non method users?

This is available for the gmail add on but not the outlook ad on. Guess I will be switching to gmail (thankfully our email is gmail)

Hello Antonio,    I have had a problem recently reported where a transaction that has a 0 balance and will not sync.  We were still looking into the cause.  Give Method support a call or email support@method.me.  We can create a case and take a better look.  Greg

I saw this in an account I was working on as well.

Just noticed my Estimates, Sales Orders, Invoices show double dollar signs on all the money fields on screen. Anyone else seeing this?

Hi Afrec, It sounds like you need to add the field to the Campaign table first. After its added to the table, the field can be dragged on to the screen. Let me know if that helps.