Search results by user ID 11596

Re: donors and tax in the UK

Method_Sammy — Tue, 21 Nov 2017 21:21:01 GMT

Hello Frank,

Thank you for question. While keeping in mind that Method:Donor has not been completely vetted vetted for users outside the United States, it seems like you are looking to do the following below:

1. Create a report

2. Report must be able to provide list of donors, and the total amounts they have donated over a time

3. Report must also specify if donor has submitted a delaration

Based on what's been summarized above, our consultants can build out this type of a custom feature for you. If you have already created a method account, please feel free to send us an email at success@method.me to book a consulting session with our proffessional services team.

best,

Re: Making old customers 'Inactive' glitch

Method_Sammy — Wed, 04 Oct 2017 21:23:46 GMT

Hello,

Thanks for your question. The answer to this depends on the version of QuickBooks you are using with Method (i.e. QuickBooks Online and QuickBooks Desktop).

If you are using QuickBooks Online, you can find deleted customers by changing your filter to view 'All' customers. Since customer's in QuickBooks Online are made inactive instead of deleted, Method follows the same behaviour. Therefore you can make the customer active again in Method, or you can make the customer active in QuickBooks Online and it would sync vice versa. The activities, cases, etc will not be deleted from a customer made inactive (if you are using QuickBooks Online).

If you are using QuickBooks Desktop, then it's not possible to find that customer since they would be deleted in both Method & QuickBooks Desktop. This would also result in activities, cases, etc, being deleted from the customer as well.

Hope this answers your question.

best,

Re: Grid filter not working on SQL overridden field

Method_Sammy — Tue, 26 Sep 2017 21:41:44 GMT

Hey,

Have you tried altering the query to check for the current UTC date ( GETUTCDATE() instead of GETDATE() )?

What kind of values are you expecting for this query? Is there typically meant to be more than a days variance between "SoldDate" and todays date? Let me know what you are trying to accomplish here and we can come up with a solution

best,

Re: Google Maps App???

Method_Sammy — Mon, 25 Sep 2017 16:15:21 GMT

Hey,

Apologies! It looks like that issue with Google Maps is currently in the backlog of our development team. I've checked with the team and unfortunately at this time, we don't have an ETA on when it will be completed. But once we have one, we can share any updates on this forum.

best,

Re: Google Maps App???

Method_Sammy — Mon, 25 Sep 2017 13:47:39 GMT

Hey,

Thanks for reaching out. I've got an update that the issue with Google Maps on Android has been resolved! Please let us know if you experience any issues with regards to this.

best,

Re: Hyperlinked Last Transaction column in Contacts List screen grid

Method_Sammy — Tue, 12 Sep 2017 16:07:58 GMT

Hello,

The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new field. Then you can loop though the invoice table to match the customer record ID and retrieve Max.

It might be better to store data on the table instead of creating an expression because it can be viewed on any table. The hyperlink can also be customized by creating a click event.

If you would like our consulting team to assist you with building this project, we would be happy to connect you with them. You can email us at success@method.me and let us know you are interested in the consulting services.

best,

Re: Account numbers

Method_Sammy — Tue, 05 Sep 2017 20:58:16 GMT

Hello,

I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating an account number to customers.

1. For new customers: The new customer screen can be customized so that when you click save there will be actions that take place to assign a unique account number to every new customer you add and sync that to QuickBooks.

2. For customers that already exist: I would recommend exporting the customers to an Excel sheet and using an Excel formula to asign an account number to the contacts and update your customers back to Method using the import/export tool.

We have consultants who would be happy in assisting you with this type of a project. If you are interested, please reach out at success@method.me

Re: addition within column

Method_Sammy — Tue, 29 Aug 2017 15:39:59 GMT

Hello,

With the provided information above, I would suggest creating a new field on the table and the having that field pre-calculated and displayed to the grid.

Re: Google Maps App???

Method_Sammy — Mon, 26 Jun 2017 16:16:32 GMT

"Hello,

Thank you for your question and bringing this to our attention. We have been able to replicate the issue, and have launched a request for our development team to look into this issue. The issue seems to happen on Android devices wheras Iphones are working normal. We can inform you once this issue has been resolved. Thanks! "