Method Community

We use the custom fields on our invoices for PO numbers or Claim numbers and the overall Job description. Is there a way to fill in those fields through Method?  And a related question, how can I write to the memo field in QBO invoices from Method? Thanks.

i JWS, So, if I'm understanding correctly, when your dealers go to add a line-item, at present they see all of your raw materials -- you want it so that when they click the "Item" drop down, all they can see is the Shed Styles and Swing Sets? Okay, so if my understanding is correct, this is how you want to approach it: go to screen ...

Ok thanks, I got the roles part of it done and it is working. The salesorderline part isn't quite what I was looking for. I guess what I would like to do is somehow put in a filter for certain item names. For example: I don't want my "dealers" to be able to access any item starting with Raw Materials. I only want them to be ...

Hey JWS, Your best approach is modify one of the existing roles (or create a new one) and restrict that roles permissions to only be able to view a tab group. In other words, you could create a role called "Dealer", and restrict their permissions so they only see the tab links "Fill out a sales order" or ...

Hello Nebo, I believe I can help you out.  I would try two things.  First, make sure you are refreshing the Portal page after you have Published the changes.  The easiest way to refresh the page is to log off and login again in your Portal. Second, There is a posting in the forums that discusses the topic.  You can find ...

Please check to make sure the custom screen is added to the Mobile tab as a tab link. To do this go to the Customize --> Tabs than choose "Edit Tab Links....", from here you can add your custom screen. Radwan

Hi Ben,    I've granted you access.

Hi Nebo, This does sound a little strange, I am unsure exactly what is happening here without being able to look at your account.  Would you mind turning Method Support on for your account so I can look at it myself?  This can be done by going to Customize->Users, then locate the "MethodSupport" user and make sure there is ...

I want my employees to only have access to a portion of my items list. How do I "weed out" the things I don't want them to see on a sales order?

What would be the best option to have a dealer log in and fill out a sales order. We have dealers who sell our products. We would like for them to be able to fill out a sales order and estimates, nothing more. I know I can create a log in account for them. However there are things like our raw materials list that we don't want our ...