Method Community

Hi Tennic, You can acheive this by adding a linked field to the Activity table. This would be AccountNumber field in the Entity table. There already exists a relationship between Activity and Entity, so adding this linked field is possible. Next, please make a copy of the CRM_NewActivity screen if you haven't done so already, so ...

I am trying to create customer transaction reports for sales orders and invoices.  For sales, I would like to have a sales order report to deliver transactions within a date filter that can be entered on demand.  Same for invoices. I have created the report in the report designer with the fields needed but cannot use the report links ...

We have a customized invoice screen that was created during my set up.  We created a Save and New button.  It is saving and brining up the new blank screen however we are unable to create a second invoice.  I keep getting the error message "the account* dropdown containing, is not a selectable value.  Additional ...

Thank you John / Ben. It appears to be opening up in the front now.

I know Smart Vault is available for online storage but I am interested in storing image files on an external drive and have them attached to Quickbooks customer files. Is this possible to do withing Quickbooks rather than Method so that I am not having to upload and download large volumes? If possible I understand I would only have access to these ...

Hi Iruff and John M, John, thanks for the response. That would work, but I'll suggest an approach that calculates the total without having to manually change the filter. Iruff, I suggest having Method actions calculate these numbers. You can have these run from the screen's OnScreenLoad, or anywhere else that makes sense for you. The ...

Hello,     The data for transactions should be small.  It is only data that is being sent and not whole files.  SmartVault could take more data as you may be uploading and downloading larger documents like PDFs and pictures.  Also, your usage would be a factor in how much data you use.  Your best bet is to try ...

I have a custom table with a status column. I want the select option to open one pop-up based on the value of that column and another for other values. I have a "Start Conditional Statement" action with value 1 being "Value From Row" with the "status" column selected "Equals to" Type In of ...

Sometimes the Estimates I create might take a few days to complete.  So, I have a partially completed "Draft" estimate that has been saved under that Opportunity/customer.  The problem is, this "draft" estimate shows up on the customer portal before it is complete, and this can lead to some confusion.  Any ideas ...

I'm having trouble with some Group Items on my Estimate form, where the Group Items seem to disappear and then reset randomly.  I set up some Group Items to capture common components of somethings we sell.  This is helpful because the detailed items within the Group are hidden, and my customer only sees the grand total of the group ...