Method Community

Yeah your right i just spoke with the staff and the took me through the ordering system but we didn't put the colons in, basically we stick the address of the customer in on the form, and then in additional set it as a job of another. e.g. foxtons (an estate agent) is hte job agent (who we are doing it for) then when we go into field ...

Same deal there ""Property:9 Chel Clois Sloane Av SW3 3DL" has a colon in it. It's just taking the raw data that exists for that customer, nothing fancy going on behind the scenes. I bet if you look at this customer's account, you'll see the "Customer Name" in Method is ""Property:9 Chel ...

we have'nt been using colons and hte address is spread over 2 fields another example is   QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "Property:9 Chel Clois Sloane Av SW3 3DL" in the "customer name" field. QuickBooks error ...

Translation: QuickBooks doesn't like the colon ":" in the name you created. "78 COMPASS HOUSE:IMPERIAL WHARF" Might be better as "78 COMPASS HOUSE - IMPERIAL WHARF" Try putting in "78 COMPASS HOUSE:IMPERIAL WHARF" directly into QuickBooks, and you'll get the same attitude, but probably a much ...

QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "address removed" in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The colon is a special character used to indicate a parent/child ...

Hello, I am tryng to add a field in Method that allows me to choose the price level for a new customer. Right now we have two price levels, wholseale and retail. I have played around with the field customization but I can't seem to get it to work. It is probably something simple I am overlooking.  When creating a new account in ...

How would I exactly go about customizing the screen to  have multiple ship to's per mentioned above? I just need a rough idea and I am sure I would get there. I have some customers with several hundred ship to's so doing through method would be best for my sales staff. To be perfectly honest it would matter most in the Sales ...

One option: Go to the customize tab and the screens tab link Click View next to ActivityType and you will see the list.

 Um, what happens if I figured out how to do the deletion before you replied and I DID delete the one that came with Method? Possibly my Outlook appointments won't sync up correctly? And how do I fix it now? Never mind. After a couple hours of fiddling around, I seemed to have fixed it. Not sure how, but it seems to be working.

1. Hit the "..." next to the Activity Type dropdown. 2. Select the one you want to delete. Be careful....keep the one that came with Method! This is the one with the description "Typically used to record customer meetings, business meetings or scheduled appointments." beside it. 3. Click More Actions... > Delete Activity ...