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That's some pretty technical stuff that a standard business user must peform. No way my employees would be able to perform those steps. Luckily this is only a problem for one of my users that I can tell and he happens to be a new employee that I'll be seeing soon (my salesman live/work around the state in different locations). In my ...

Hi Rick, I’m posting your email and screenshots below for context. [quote user="Rick"] Hi Audisho Please see attached the images showing the problems we're having with the shipping address report we've setup. The "correct" display of the address only happens for the first instance of a customer loaded after ...

Ben, Yes, that is correct.  I currently have 2 filters on the home page.  One for user and one for stage.  I would like an "All Users" option in the users dropdown and an "All Stages" option in the stage dropdown.  I will email you a screen shot since this editor only support image URLs.  If you ...

Mortaza, I tried to reproduce this myself in our test QB instance, but it does not allow me to save a customer record without "Name".  Is this a constraint that can be turned off in QB? As for screen shots, I cannot figure out how to attach a jpg file to a post in this Forums app.  Can you either tell me how to do it or give ...

Hy Blake, Saw your post while browsing the forum...I am a Method partner.  Method New should be available to you. Mobile is really being done in Method New. In New you can preview how a screen would look on a tablet or phone (way cool).  You will find it looks way different than classic and may cover your ...

Hey Greg, Well, for now I'm going to just add an email notification or to-do table to apply the credit memo manually in QuickBooks, which is the only action that appears can NOT be automated with Method. I don't need professional services--in fact, could run circles around them with the hours I've got in working with Method over ...

Hi LJR, I have a slight update to my last post here, we actually have a Beta version of the Method Integration Engine that has the ability to sync with some of the Advanced Inventory features, this includes bins and serial numbers.  However it would require some customization in Method, as well as a different installation of the ...

Hi PetzLife D, When you're importing your data on Step 2: Prepare Data, ensure that there are no duplicate fields on the 'Select the columns to import' section. Take a look at my screenshot below, you'll see that the Name field in my CSV file (surrounded by quotations) is being linked to the Name field in the Customer table ...

Bill sent this in via email: Hi Adam, Adding the field is not a problem. Getting them to auto fill with the information is the questions.  Does this program have the ability to auto fill in the address and phone numbers of the client on a work order? Or does that information have to be added manually Bill Bill,  This ...

Thanks Chad - I've troubleshot this a bit further, and it seems I only have the problem when working with a grid based on the Customer table.  I now have a screen with a grid containing just company name and email, and no other buttons, no advanced settings (no on screen loads etc.) and I still get the error.  If I add other grids on ...