Method Community

My activities calendar only shows "meeting", how do I show " to do's " ??

We use Item Groups in Quickbooks (quite a few actually) and those same numbers do translate to Method, however they do not carry over the Group items that are assocaited.  Method needs to poll our QB item master before adding the items to the Estimate/Sales Order.  So, when entering the Item Group, the line appears at zero ...

I've created a Paypal and 3 seperate Credit Card portals (via Auth.net) and have sent test Estimates to make sure the links work. When selecting an estimate to pay and hitting the "Pay Now "Button, there are no Payment Methods to select in the drop down. I've read other posts and it appears to me that it's set up ...

Hi John, This is the first I have heard of this issue, I have a feeling this could be something unique on your specific Method Account.  I tested out a few of the issues you listed in my own Account under the February release, but wasn't able to replicate this.  Since you are a 300+ Method Forum Post User ( :) ), I believe I already ...

Perfect - that's exactly what I was looking for. I knew I had come across it before but I struggled to remember where. Thanks!

Hi Mike, I have a different approach for you.  Our "Refresh Grid" action has an option to clear checkboxes.  Can you use that action at the end of the button or action set?  This way, once everything is completed, the grid will refresh and clear all of the checkboxes. Hope this helps, - Adam

I removed my comment from this post.  Apparently my suggestion may cause problems due to the Lead Rating being used in multiple screens and reports. I was not aware of these connections.  I will get back to you when I confirmed if there is a way to change the Lead Ratings.  As of now, there doesn't seem to be a way to do ...

Hi lxavier49, On which screen are you trying to view the documents?  Below is a screenshot of the Edit lead screen.  If you were to click on the preview in the Document column, the file should load. - Adam

Hi JWS, This is definitely possible to do, however there would be a few different ways you could go about create this.  The easiest way would be to add some conditional statements in the OnScreenLoad actions to take care of this when any Method User loads this screen. I will demonstrate one of the ways you can do this, using ...

I have a custom field that applies to customers called "Dormant" and I assign it to certain customers that haven't closed, but aren't leads either. I built a custom screen to check the rows of customers that I want to remain dormant and I have 2 buttons: "Make Dormant" and "Make Customer". The problem I run ...