Method Community

 Hey Ben, Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further. Thanks!

This isn't adding up for me. A "Linked" field is one that travels up through a dropdown relationship and grabs a field in the parent table. For example, I could make a table "Widget", where widgets are assigned to customers. WidgetName (Text) Customer (Dropdown) If I wanted the CompanyName of the customer to show up in ...

We provide a couple of different types of Estimates/Proposals to any given customer.  1) A complete remodel proposal; or 2) a more minor "Repair" proposal.  When creating an Estimate, is there are way to be able to select which "Print Template" to use for this particular Estimate? I'm aware that I can change the ...

I am new to Method, trying it out since my current CRM platform is getting to be too buggy.  I synced everything to Method from QBO, but I need to clean up 500+ QBO estimates from years ago.  Is there an easy way to delete ALL the cusomer estimates in Method with a few clicks rather than deleting each of the 500+ one at a time? ...

Here is the structure: Vendor Table Record_ID  Vendor Name Event Table Record_ID Event Name Role Table Record_ID Role Name Assignment Table Event Record_ID (Link) Record_ID Role Record_ID (Link) Role Name (Link) Vendor Record_ID (Link) Vendor (Link) Details Arrival Time Departure Time During the operational ...

I am trying to send an email to everyone invoiced on a particular date. I can't seem to see how to do that. Can anyone help? Thanks

When I had my initial Method consult, the advisor showed me how to adjust the appointment time using a time slider. It defaults to 30 min and I schedule 15 min appt times. How do I get that slider control back? In addition, is it possible to change the activity calendar to 15 min slots instead of 30?

Throughout much of today (unnoticed by us until now), a series of invoices were assigned duplicate numbers - in pairs. There were multiple instances of invoices created in Method and submitted for 2 different companies where they each had the same invoice number.  My Method settings are such that QB assigns invoice numbers, not Method, and ...

Thank you Greg! I think that did it

I am having trouble getting my list of sales orders to show up chronologically.  I just expanded the length of time I am syncing with QB to 180 days and would like to push it out to 1 year so users can see relavant customer transaction history.  However, since I extended it, the order of the transactions on the list (on the left side of ...