Search results by user ID 6748

Re: Documents in New Tabs

Allison Thompson — Wed, 18 Mar 2015 18:25:56 GMT

I copied the documents tab but now it takes me back to documents so I want to cut off the link between the two tabs.

Re: Documents in New Tabs

Allison Thompson — Wed, 18 Mar 2015 16:15:23 GMT

I’ve tried both ways and am not having luck with either. I would like to do it as a popup screen though.

Documents in New Tabs

Allison Thompson — Tue, 17 Mar 2015 19:42:16 GMT

Hello,

I created a new tab. I also have created several new buttons. I would like these buttons to open documents when I click on them but I don’t want it to be linked to the documents tab. I’m having a really hard time doing this. Could I please get some help? There will be six buttons and six documents. All are in Excel format except for one is in Word so formatting shouldn’t be an issue. Thank you!

Re: New Lead Contact

Allison Thompson — Fri, 06 Mar 2015 18:15:42 GMT

My long term goal is to cut off contact between Method and quickbooks. I want Quickbooks to be uploading to Method but not Method to Quickbooks. So are you sure there is no way to do this?

Re: New Lead Contact

By Method_Justin in Method General Q&A

Hi Allison,

Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer.

Hope this helps.

- Justin

New Lead Contact

Allison Thompson — Thu, 05 Mar 2015 21:56:47 GMT

Hello,

How do I make it so that the "contact" field under the "New Lead" screen is not a mandatory field to be filled out?

Thank you!

Allison

Activities List

Allison Thompson — Thu, 26 Feb 2015 22:20:40 GMT

Hello,

I customized my Activities List screen and hid the filter dropdown box. I want the "Activity Grid" to default to "Shared Occurances" but it keeps defaulting to "My active occurances on or before today" eventhough I keep changing it. Why won't it register that I'm changing it?

Display Date Parameters

Allison Thompson — Thu, 12 Feb 2015 20:39:31 GMT

Hello,

I'm trying to make a report that has show the activities completed in our office per week. I have the report layed out the way I would like it to look except I can't get my report to only display the last week's worth of work. Each week I want to only run the previous week's worth of work. Please help.

Allison

Re: Report Writer

Allison Thompson — Thu, 05 Feb 2015 02:04:52 GMT

Justin,

Yes, those are the steps I'm following. The information still isn't coming up though. It's puzzling because information from other items like PO#, etc are pulling over fine.

Re: Report Writer

Allison Thompson — Wed, 04 Feb 2015 22:27:54 GMT

I think I've managed to work through the main problem I was talking about above. I have a different problem if you wouldn't mind helping me. Under the Sales Order Master Table I've dragged a few criteria from the field list into the Detail band. I can't get any information to appear from the "Desc" or "Item" items under field list. There is plenty of information stored under them in Quickbooks so I would think it should be uploaded into Method. Why isn't it showing?

Re: Report Writer

Allison Thompson — Wed, 04 Feb 2015 21:27:27 GMT

Thanks, Justin. Would it perhaps help to speak in person? My phone number is listed under my profile. I would really like to talk this through. Thank you! Allison