Method Community

When creating an estimate we have a field called "Class". I would like that same field when we create an opportunity. When I customize the New Opportunity screen I do not see Class as an option under Add Fields. I added a Drop-down under Add Objects and linked that object to the table Class but when I save the Opportunity that field does ...

Hello Sergio,      My recommendations would be to try another browser.  The Screen Designer works well in Firefox or Chrome and doesn't work well in Internet Explorer.  You can also try clearing your browser's cache/history.  In Screen Designer, you can also right-click anywhere to reload the designer, ...

Hello l.brandow,      Sorry for the late reply.  I looked into this and did a couple of trial runs.  I have had some success in getting a generated report from an Invoice to be added to the Documents list for the same invoice.  I used the Character Function on my Generate Report button, after the Generate ...

Hi kenlyle, Sorry for the delayed response, I was under the weather yesterday -- but you are right! Unfortunately, because Phone, AltPhone etc. are all seperate fields, you would have to create a separate field for each of those as you mentioned. Naeem

Isnt there an easier way to do this. In quickbooks its as easy as a click of a button. I just dont want my employees to have access to quickbooks and I dont have access to it when im out in the field.

i guess i could have the tracking info added as a note to an invoice by the shipping person

In a perfect world what I would like to happen is this: 1. Sales Rep creates Sales order 2. Method Notifies Accountant (Creates activity to convert sales order to invoice) 3. Shipping is notified of a paid invoice. ( Creates activity for shipping to box bike and input shipping / tracking info into database which is linked to the invoice. ...

So I am trying to figure this one out... I am using Method to manage our students who attend educational classes (we run about 30 a week).  Each student can attend up to 3 classes a week of different types.  I need to be able to run a filtered list which shows me who and how many students are in each class. I was thinking that I ...

I have been adding a new section to an screen, it was working fine for the last couple weeks, but today went I open the screen to redesing it . the screen window is only 60% it does not allow me to max it, went I click on any field they dessapear from the screen, went I roll the screen down to the bottom , the left side where the tool are, do ...

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