Method Community

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 ...

email sent

I'll give you some precise details in the following scenario for creating new activities: I'm on the Edit Customer screen, and the tab header and information fields all reflect the same customer/account/entity. I can launch a new acvitity using the New Activity button that is unhidden when I go to the Activities tab, or from a ...

David, Just sent you an email with all PHP code for review, along with the account name. Any further questions, feel free to email me directly. Best, Charles