Method Community

Access to allow the ability for a Staff role to change a bulk email template, is this possible? Currently it will not allow a staff role to change the bulk email template. Thanks

Hi CF_Pro, This really depends on how you want to organize your QuickBooks data, and has little to do with Method.  Since the company name will always be the company name, the question really comes down to how you'd like to utilize the Customer Name in QuickBooks. Understand that Method will sync with whatever you decide to use in ...

I created a web form, but currently when the customer fills out there information, the only fields that are transfered to the opportunities tab is their name and lead source. How can I also transfer other information they enter, such as their e-mail, phone , comments, and other things?

Someone please shed some light on how these fields should be utilized.  We tend to use the same data in both fields, but we're still not quite clear if that is the proper way to utilize these fields. Thanks

Hi mpruet, I'm going try and recreate this in my account.  Also, could you enable MethodSupport for the account, and send me an email with your company account, and expense this is happening on so I can take a look. Thanks, - Adam

Hi Stuart Feel free to reach out to us. Email us at support@cloudconsultancyllc.com. We can discuss what you're trying to accomplish.

That's fine not in a big hurry.  I would appreciate more direction on accessing the value via action results.

Hello,     It is possible, but is a very involved process to do.  This is what I came up with. CASE WHEN viewContacts.SalesRep = session.user        THEN '<b>' + ISNULL(viewContacts.Name,'') + '</b><br />' + '<i>'  + viewContacts.FullName + ...

The starting address is not being populated in the "Calculate Distance" screen in Enter Expenses.  It returns an error: Action Processing Stopped methiodplotaddress: Rerror: No Address or coordinates to plot. But, I do have an address, in the default preferences,  and I copied it to the ending address and it ...

Thanks. As I said, I've already done this - I just wasn't sure and wanted to double-check. The CustFld1 field in QB is populated with values from the StaffAccountStatus field in the Customer table. I'll have to check the coding in the save buttons, but I assume it's saving the values in the StaffAccountStatus field AND the ...