Method Community

Hi John, That sounds strange, not sure why this is happening for you in your acccout.  I did do a quick test in my own account, I created a new screen, added a grid based off the Customer table, I then added a couple of dropdown fields and made the grid "Editable".  John, would you mind turning on the MethodSupport User for ...

Hi Ben, I don't believe I have seen this conflict before myself, so I am not completely sure what caused this.  I would suggest to first do a "Clear All" for your conflicts, then force a Full-Sync, this is a good way to make sure that the conflict hadn't been resolved on its on, but it's still just sitting in your ...

Hi John, By any chance are you using Google Chrome when you get this timeout while importing?  This is a known bug for Method in Chrome, sometimes, when you do an import, the progress bar won't budge, however if you wait long enough, the records do get imported, this sounds like what you are describing. Our development team is working ...

Hi Jeff, First off, I hope you don't mind, but I found your original post in our MethodAPI section, however it belongs in this section, "Method General Q&A", just for future reference. Using the Method stock screens, you would only be able to assign a Work Order to one person.  This might be possible to have it assigned to ...

Hi Shelley, I believe you are really close here, you might have just grabbed the wrong Note "Object" from the left-hand side of the screen designer.  To clarify, the Vendor Table has a field labelled "Notes", this would be the value you require, and can be found on the Report Designer screen on the left-hand side, under ...

Hi Marcelo, This actually wouldn't be too difficult, we first need to add a link to the email address that is stored for your Customer, in the Customer table, then you should be able to access this field from your Report Designer to add to the Report. First, go to Customize->Tables/Fields, locate the Invoice table, and click on "Edit ...

Hi gbghartley, Q 1. How can I include an image in a report?  For example, the vendor headshot photo for each vendor? A - Yes, this is definitely possible.  I just did a quick test with this, first I customized my VendorList screen, I added the "Profile Pic" field to my screen, this helped so I could quickly upload some ...

Hi gbghartley, I just wanted to first apologize on the delay in responding to this forum thread you created.  I have to actually set this up in my account in order to give you the correct answers to your 2 questions.  I will be doing my best to do this today, and should be able to respond here before the end of the day. -Ben

Hi Lance, Sorry for the late response here, however I am really not too sure why you are having these issues with this one user, for the Report Designer.  This definitely sounds like a one off error specific to this User, however I can't really can't think of any suggestions off-hand to fix this. I would advise you to give us a ...

Hi Guy, Out of curiosity, where do you have your current Work Order Template, is this in QuickBooks, or do you have a template in Microsoft Word or something? The only way to replicate your existing report, regardless of where it is coming from (outside of Method), would be able to recreate it in Method using the Method Report Designer. ...