Method Community

I have a Method Account that I use for development and demonstrations. At this point it has so many things that have been put in and taken out that it is somewhat of a mess, and is not synchronizing correctly with QuickBooks. Is there a way to do a complete reset - start all over again with an empty Method database, select a new QuickBooks ...

I am going to be demonstrating Method Field Services in about an hour and would like to show how a work order can be invoiced. However, on the Work Order list if I select a work order, and then say Invoice Selected Work Orders, I get a pop-up form that requires that I choose the related A/R account. However, no account appears in the dropdown ...

 Sometimes someone creates a record (a work order, an invoice, a timesheet, whatever) and it needs to be approved by one or more people before it should go into QuickBooks. One way I could imagine doing this would be to just create a new table, like "Unapproved Timesheets".  Manage the data in there until it gets all the ...

 I am going to create a new table, called cases. In that table there will be a number of fields, including two dropdowns that refer to users. One will be "worker" and one will be "supervisor". (so I guess my first question is - how do I create a dropdown that refers to method users). Then I will create two new roles - ...

This seems basic but I don't know the answer - can I set permissions so that people can see some records, and not others? For example, each lawyer can see their clients, but no one else's. Or some people can write to a record, other people can only read it? And can I do this on a custom table?   Thanks  

 I understand the delay - no problem. It is slow but I can live with it. However, on the filtering I have tried a couple more times and always get the same result - every customer is selected, even when I specify leads only. Do you want to have a web meeting and I can show you what I see?

I have a similar issue. I am trying to fill a list and I click on "Lead Status Only" and "Is Active", then "Fill with Customers"- then there is a long delay, and the list is returned with ALL the customers on my list - not just the leads.   However when I am on the customer tab and I select "LEads ...

OK I will try with a different email address. I have a gmail address, and I tried specifying the server as gmail com, but that did not work (got a timeout error). Do you know what server to specify with a gmail address?

I am trying to create an activity that sends an email from method. I have filled out the server name, username, and password in My Account. I have doublechecked that data and am sure it is correct. I then created an activity, clicked on the email tab, and entered my own email address in both the to and from fields. I created a test email, clicked ...