Method Community

Hi Ben.  It sounds like you might already have a time zone field in your entity table.  If not you will need to add a drop down field to this table (This will still work if you've already added 2 fields to the vendor and customer tables but it's easier just to add one to the entity table). Once you have the field created ...

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?