Method Community

Hi ttham, Sorry for the late reply. The field LastCompletedActivity exists in the Opportunity table. By navigating to Customize > Tables / Fields in Method and clicking on the Opportunity table in the list you can add the LastCompletedActivity's AssignedTo, DueDateEnd ...

Hi, Adding a TagList to the Entity or Customer table is the best way to achieve what you want within Method. Since you are adding the tags on the customer level, you might run into limitations if you are already using tags on the contact level, let me know if you are so we can create a new solution. In any case, here are the steps of creating the ...

Hi Edward, You could add a "Birthday" field of type DateTime to the Contacts or Customer table, depending on whether you want to be able to add birthdays for each contact or just for the customer. You can add this field by going to Customize > Tables / Fields and clicking Edit Fields... for the table of your choice. You can then add ...

Hello Method Customers, Method is experiencing connectivity issues with our servers, which we are working to resolve; however, we do not have an ETA on a resolution at the moment. In the meantime, we recommend logging into the following workaround link to continue working within ...

Hi David,  We'll focus on your Supplier Classification field. First thing you need to do is to add a dropdown field to your Vendor table. You can do this on the Customize>Tables/Fields tab link. Your Field Type should be Dropdown and then you will probably have to choose the Create a new Table option if your dropdown ...

Although I will check on this as we update all our tax tables this week, but it is not going to address the problem I have: The tax setting fields in Method are not syncing with the line items in QBO. If an estimate/invoice is recorded in QBO it should be accurately represented in Method, regardless of what default settings are in ...

I want to add a custom field called "competition" to the additional information table under the leads tab. I have not been able to accomplish this simple task despite having watched the webinars. I can't find a table for lead or for additional information for that matter. I click on customize, tables/fields - then what should I click ...

Hi gbisaga, Using MethodAPIFieldList or MethodAPIFieldListV2 will tell you the related tables for a field (if any). For example when I query for information from the estimate table...the information I recieve(note I'm only showing the part for the field customer) is <Record>       ...

Report Designer seems to be popular these days.  My request seems simple enough, but I have been unable to execute. I have a custom grid that lists items owned by customers.  Columns include Customer, Manufacturer, Model Number, Serial Number, and Expiration Date. A single customer may own several different items that all expire on ...

Hi VLocke, I'm a little confused by this.  Were able to successfully save the old report in the new account?  You should be able to do this by logging into the Report Designer, and opening the report.  Then go to File > Save As and Connect to the new account before you save the report.  That should save it to the new ...