Method Community

I have added lots of custom fields to my Entity/Customer/Contact tables before - I just wanted to double-check which table was best to add the field to, and which child tables would also contain the field. It's very difficult to make what should be simple decisions on these types of things without documentation or even a simple schematic ...

I just want what's easiest to pull when performing actions in activities, sales orders, potential email campaigns, etc. For example, if sending an email to a customer from an activity, I'd like to choose a template based on whether the customer wants the email in English or French. Since the fields used in creating activities (and other ...

I'd like some customers to receive correspondence from us in French, and some in English. Does that field exist somewhere so that I can flag them as either English or French? Or do I need to add a simple, 2-item dropdown to the Entity and/or Contacts table?  Thanks

Never mind, there were multiple issues. Yes, I did call the action sets for the fields, and that worked after I removed some "Stop Processing All Actions" that caused subsequent action sets to stop. I thought those only applied WITHIN action sets. Also, making this work for pop-up and non-pop-up screens proved challenging, but in the end ...

For a New Activity I want to do the following: Select an Activity Type from that dropdown (eg. Level 1 Exam). Launch a series of actions from that text change, specifically: Check the "Send and Email" box (which works) Select the "Level 1 Exam" email template (which doesn't work). I am using an "Enter a ...

Perfect - that's exactly what I was looking for. I knew I had come across it before but I struggled to remember where. Thanks!

I have a custom field that applies to customers called "Dormant" and I assign it to certain customers that haven't closed, but aren't leads either. I built a custom screen to check the rows of customers that I want to remain dormant and I have 2 buttons: "Make Dormant" and "Make Customer". The problem I run ...

Thanks - I figured (feared) it may be like Tax Codes, where in QB you assign it to a parent but in Method you can assign it to an individual job. Not sure if that causes problems, either.

It it possible to apply payment terms to jobs that may or may not be different from the parent, or are payment terms meant to be the same for all jobs and the parent? Will this cause an error? I ask because in QuickBooks, the Payment terms field is only visible when you drill into the parent account, and not when you drill into jobs. Thanks

When a new customer (parent) is created, if there is a date in the JobStartDate field I get a conflict saying that this is already a job, and any subaccounts created in Method are not synced in QB. They will only sync if I delete this date value. I follow this logic and it makes sense, as the presence of a value in the JobStartDate field makes QB ...