Method Community

We are still in our free trail, and I tried customizing the new opportunity screen for our business.  When I deleted the opportunity name and tried to add a dropdown instead, it saved fine.  Now when I tried to create a new opprtunity and save it I keep getting a message saying Opportunity Name is required.  I tried recreating this ...

I want to allow users to attach any document on their computer to emails generated by Method, not just documents in the DocumentLibrary. 

In building out a Statement of Account report to Customers based on the Transaction table, I have encountered an issue trying to link Entity BillAddr fields to the Transaction table.  The Transaction table accepts links to the Entity BillAddress columns.  When I try to export the Transaction table, the linked columns appear in the ...

I created a new table on a new screen with all new fields attached to the new table. I need to be able to select the entries in the new table and have the fields populate their corresponding text boxes in the lower section. I want this screen to work almost exactly like the "Equipment" tabe except with different fields. So on the left ...

Mary - Thanks for the input. Chelsea - Mary is right on the money with this.  As far as options on a Mac, one other one is to install a program like Parallels on your Mac.  This will allow you to install Windows on the Mac. You could then install and run the report designer from Parallels. - Adam

So, I'm pretty new to method but I did some searches and have gotten no hits for how to mark a technician or employee off as unavailable for certain days or periods of time. Typically we only need to mark whole days off, but I need to have an easy way to see whether my techs are on vacation that day or I'm liable to end up making some ...

Customer list.  We are migrating from an on premise crm that allows us to assemble calling lists by selecting records.  The checkbox column is present, but not sure how we fileter by checked items.

Hi Chelsea- You do have options here.  The primary restrictions on your "Regular" level Method account are that you can't install apps or screens that someone has created outside your account, and you can't create your own new tables in your account.  You do have the ability to add new fields to existing tables and ...

Hello Retrotel, If you can provide more information about what are you trying to achieve and which fileds you want to update and which table you are working. If you can expalin me your scenario, I can definitely try to help you achieve it. -Inder

Hello Robert, Here's my answer. Right now we do not have any email notification system which notifies you when sync is stopped. But you can always check in Method under Quickbooks tab> synchronize to see the ststus of your  last sync. Hope this helps. -Inder