Method Community

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 ...

Hello Mike,     In reminder, you can not have a custom field carry over from Method to QuickBooks, but you can do it from QuickBooks to Method.  Once you add a custom field to QuickBooks, it should become available in Method to use.  Try a manual changes-only sync if you don't see the field in the table on the Method ...

How do I make it so limited info shows up one a grid column (Contact/Lead/Company) when the Rep logged in does not own the lead? If the rep that is logged in, it should show everything on the grid column.  This is obviously the shared active lead contacts view. I want to show this if the rep logged in owns the lead '<b>' + ...

There are 2 fields in the Method Customer table that I want to see in QB: CustomerContactType and CustomerContactRole I have created 2 Custom fields in QB for this purpose: CustFld2 and CustFild3 How do I point the 2 Method fields to the QB field? Do I need to manually populate the values? If so, how do I link them? I have done this before, and ...

Hi Shawn, I tested this out and the calculations are consistent with QuickBooks.  I believe what you might be seeing is the difference between how Markup and Markup% are calculated.  While Method has an amount field, this is actually the total for the estimate line.  The amount field you see in the screen below is the actual amount ...

  Hello, and welcome to another Method CRM blog post written by me, Errol! I haven’t written a blog post in a very long time. Lynda has favourites and I’m not one of them. Ha! I’m kidding. Anyway, I have so many things that I want to talk about. For example, did you know that in our Help Center, I have listed out all ...