Method Community

Do you know our company name (to be able to do the reset)? I assume that the reset leaves my 2 other users still attached to the company file. Let's do it. Thanks. Glen

Sure Glen. Just to confirm, after the reset you will lose any customizations/screens you have made in your account. Your account will be in the same state as when you first signed up. Want me to proceed with the reset?

Please reset my method account so we can start fresh again. Thanks Russell. Glen

I'd like to create an email that includes all relavent files. How can I achieve this especially if I'm not sure how many attachments there might be. --Michael

Thanks Russell! If I understand correctly, the action result used in the body field in the send email action needs to contain the dynamically generated rowset from the database in HTML format.  But what action type would be used to "accumulate" each row from the loop, which is what ultimately becomes part of the HTML code?

Hi Glen, Method is designed to be used as an add on to QuickBooks, and always connected. Although it is possible to use Method on its own, you won't be able to take full advantage of the platform so this isn't recommended. It is probably due to to the disconnection between QuickBooks and Method that you are getting the customer ...

We have decided to use method (in the beginning) as a sales tool for some new employees. The boss was not impressed with the junior salespeople having access to anything in QuickBooks - maybe in a few months.... (I know, I know). I am not sure why I cannot delete the customers from within method - I xelete them Ok but method tells me that the ...

Please see my reponse here: http://method.me/cs/forums/p/5830/21976.aspx#21976

Hi Wentsi, Adding a a field to a table adds it to the database, now you can add it to screens. To do this, go to Customize > Screens. Click on CRM_EditCustom to copy the screen. Note that the default screens cannot be edited (so that you can revert to them if needed), so you should make a copy of that screen. Go ...

After adding a new field to my customers table, it doesn't show up when I try and edit a customer or add a new one. Is there something I need to do in Tables or in Screens? Thanks!