Method Community

Hi Blake,  Was this particular report very large? If you add a filter on the report to request less data does it work? I will have to do some more research to find out exactly what the error means, but it sounds like you reached a data limit. I'll post back here if I find anymore information.  Jason

Hi Aaron,  There is a setting on your account called Assign Ref Numbers In Method? that can be found in your Method account under the Quickbooks>Synchronize tab link. If this is checked, Method will assign your reference numbers by taking the largest current number and adding one. If this is not checked, Method will wait ...

Hi Jesse, You are right! Tags can be used for filtering, labeling, and categorizing your contacts. I think the best way to learn about tags is to read our documentation about it. Click here for our Help Center article, and click here for a blog post entry that includes screenshots. If you still have questions, feel ...

Hi Christy, You can link a document to an activity from the New / Edit Document Link screen. To get here, press the New Document Link... button from the Edit Document screen. In your customization, you will have to add additional logic that will place your desired document into an action result. See below where you ...

Hi VLocke, This sounds like something we may have to take a closer look at. Can you email me the company account name, the field that you are talking about, and the screens you used it in? Also, can you activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box for the MethodSupport user. ...

For anyone following this post, the field CRMActivityDefaultActivityType can be found in the Users table. Regenerating this table solved the issue. Jason

A user asked how to add a filter to a dropdown. Specifically he wanted to filter out inactive employees from an employees and vendors dropdown list.  Hi Shawn, To customize this screen, open it up in Method and right click it. You will see the option to customize. The next screen you will see is the screen designer (click here for a screen ...

Hi Aragonite, Unfortunately, there are no plans for an Outlook plug-in for Mac in the immediate future. An alternative could be to use the Gmail Gadget if your clients use Google Apps.  Jason

Hi Mike,  I believe in Quickbooks you need Advanced Inventory to track batch numbers, and if I'm not mistaken I don't think Quickbooks supports expiry dates at all. For this reason, it may be best to make a couple of custom fields in Method in the ItemReceipt table. Although these new custom fields would not sync with ...

Andrew, I've been told that this is possible, but may be a little tricky. You may have to build a table using HTML on the email template, and then loop through the EstimateLine table and place the values into that table. Our in-house consulting team has done similar projects in the past, let me know if you would like me to ...