Method Community

The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where the "Closed?" checkbox was checked by default on new sales orders for QBO and Xero users. (PL-52554) Sales Orders - Fixed an issue where line items were missing when converting to an invoice. ...

Hello, Tim! I don't know what the configuration for those actions are, but yes, that should work. :)  As long as you have the right RecordID for your estimate, it should be fine.  By the way, in the future, when you get more comfortable with customizing, I would find a way to make it more robust and future-proof by creating a ...

The following updates are now live for users of Method Fixes Email Campaigns - Fixed a typo in the confirmation message after sending a test email. (PL-52587) Regards, Michael

Hi Errol, Thanks for the quick reply.. So you think something like this would work?

Hello, Tim! The "Insert new row to grid" action is in our legacy Method:Classic interface.  I'm assuming you are in the latest version of Method. To add prefilled options to the Estimatelinedata grid, you will need to add directly to the EstimateLine table.  And, of course, you will need the Record ID of the current ...

Hi, Struggling to work this out. Saw this post from 2015, which imples an "Insert new row to grid" action, but that isn't showing for me. I have a menu item, and want to insert a few prefilled options into my EstimateLineData grid based on which item was selected. Thanks Tim

The following updates are now live for users of Method New Features / Updates Grid builder V2 - Additional improvements and fixes (Dark). (PL-52578) Fixes Contacts - Fixed an issue where the Next Activity Date field held an incorrect value in some scenarios. (PL-44807) Regards, John

The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specfic dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to respect ...

The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specific dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to ...

The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...