Method Community

Marcelo - Unfortunately I don't believe you can change the color for each type of Activity.  The color scheme on the Activity Calendar screen only applies to the "Activity Status", you will see this at the top of the Activity Calendar screen, in the middle of the screen labelled "Status...". -Ben

Hi Michele, First of all, I am sorry for your frustrations and we will do our best to help you get over these issues.  Activity getting related to Opportunity Issue: - You are correct, this is a bug in our system, however we do have a fix for this that is getting pushed out to our live site shortly.  One thing to note about updates in ...

Hello,     You can do a Refetch from the Resolve Conflict screen.  A refetch will take the record that is in QuickBooks and place it back into Method.     On the top of the Resolve Conflict screen there is a list of explanations for each action.  To summarize the other actions, Retry is the reverse of ...

Hello, How could I enter a value retrieved from a table into a grid row? I'm trying to use "Enter Value into Field on Screen" action, between a Grid Loop, retrieving the value from a table. Thank you. Greetings

quick follow up: when I go to opportunities list and filter to view by next activity, almost every activity we have made since starting our method account seems to have auto related to an opportunity by the same or sequential activity number. Clicking on go to the activity, and then clicking "..." to clear the opportunity ...

I am new to Method and the migration of our company's data from our previous CRM has been trying and complicated and still is incomplete, so obviously it's interrupting our work flow.  The latest issue is activities automatically and incorrectly relating themselves to opportunities that I have not even viewed or ...

Hi Guy, Sorry for the delay in answering this post, I had to set this up in my own account to know for sure how this would be done.  I believe I have part of your solution, but I would like to confirm this is along the lines of what you are looking to do. In my example, I took the stock WorkOrderV3 template and made a copy of it (just in ...

Nevermind, I've figured this out.

Thank you that worked great. Now, can I make the to do's different color that the meetings?

Hi Sean/John, John, thanks for the quick reply to Sean, however this isn't quite accurate.  This is an issue we are currently working on with non-US QuickBooks Online accounts, it has nothing to do with the version you are logging into for Method.   We should have a fix for this in the next couple of weeks, however if you have any ...