Method Community

You're not wrong to expect that but the fact that you're seeing behaviour different from the stock screens suggests to me that you've broken a link on the stock set of screens.  Without seeing your screen it's impossible for us to provide a solution to fixing the link on your stock screen.   At this point we've ...

Wylie, A few things about the Credit Card field here... Inside QuickBooks, under Edit > Preferences > Integrated Applications > Company Preferences  Select the Method Integration Engine (MIE) for use with QuickBooks and click properties Under the Access Rights tab, the last checkbox is to Allow this application access to SSN, ...

[quote user="wmousseau"]lost their credit card numbers[/quote] When you say lost is there no information in the field?  By default only QuickBooks can store this information - if you enter this field into Method, QuickBooks with store it and send us back xxxxxxx000 instead of the actual number for secuirty.  There should be no ...

To change the stock timing on either the Activity Calendar or your Field Service Calendar follow these steps: Click Customize > Screens Find your Calendar (CRM_ActivityCalendar or FieldService_Calendar) and click copy On step 1 select copy from This Account click next On step 2 rename your screen and click next On step 3 select Replace ...

Smohyee, You could use a SQL override here - I hadn't thought of this earlier but it is possible to override what's shown in a grid with this feature. ~C

[quote user="smohyee"]Can I modify the display format of grid values?[/quote] Not at this time, you would have to recreate the field in the table to adjust the decimal places.  See this post. ~C

[quote user="chrisg"]Let me know if you think there is anything in the mean time.[/quote] If you're having any problems with your custom page or report, best bet is to copy the original page again and start from a working page.  Make your changes slowly and make a copy of your page often so you can revert back if something ...

I just created an estimate with service items and they appear in my print preview.  Make sure you have a description for each item as this is used to display on the print page.  A couple of questions, is this a custom page?  is this a custom report? The stock screens and report are working fine in this respect. ~C

For a test,    Go to the Leads tab > Leads and Contacts list Click Go To... on any lead Scoll down to the section tabs and click Transactions Click New Transaction... then click Estimate. If none of thse pages were modified or copied then you should have no errors throughout the steps above.  At some point you must ...

[quote user="JKM@SA"]Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?[/quote] Not within stock Method but that's not to say you couldn't build a process to link a vendor bill to your work orders. ~C