Method Community

Hi Marcelo Unfortunately, I haven't been able to find an easy way to group by week. In Report Designer there is no function for GetWeek or similar so dynamically grouping by week will be difficult. I know you can group a report using the GetMonth() function but that doesn't sound like it will be at a detailed enough level ...

For anyone else following this thread, We discussed this on the phone while looking into another issue. The actions were working as expected on the New Customer screen the changes had been made to. Unfortunately, it looks as though the Estimates and Invoices screens are calling a different version of the New Customer ...

Hi InstaDRY That sounds like it would work. If you add that action on a Lose Focus event when you click somewhere else or tab away from the field it should copy the value across. Let me know how you get on. Jeff 

Thanks for that, John. Marcelo, would John's suggestion work for you? You could potentially do it in Report Designer as well but it is too complex to go through on the forums. Another option would be to reach out to one of our Consultants. Jeff

Hi Marcelo I'll have a look into this for you and post back when I have more info. Jeff

Hi Mahlon Thanks for raising this, I will create a ticket for it.  Jeff

[quote user="Blake C"] Okay, here's another situation related to Invoice data sync conflicts from Method to QB. Let's say I have a Sales Order with a single line item for Construction, Qty 1, Amount $10,000 I bill the customer for this order over two weeks. The first invoice syncs to QB and causes the Sales ...

Hi andrew No, you aren't missing anything. Field Service functionality hasn't been developed yet. Unfortunately, at this stage I can't provide an ETA for when this might be in place. Jeff

Hi Innovative The Audit Trail screen in Method defaults to UTC time and can't be changed. If you go to Customize > Integration Tools > Import / Export and export the Audit Trail table from there it will show the times based on the timezone of the computer you do the export on. I hope that helps. Jeff

Hi Joshua I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the ...