Method Community

Hi Ben, I've set up the grid as you have suggested me: http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/qf5Cfaxjj5u When I go to that grd and hit the link button it gives me this error: http://screencast.com/t/BTjt7rxJeQ You can see the format of link in Desc field and I tried it ...

Hi Scott, Not a problem! We have some customization webinars that may help. Click here and scroll down to the Customization section near the bottom of the page. Basically, you need to choose a screen in Method where you want to generate your report and customize it. You can customize a screen by right clicking it and choosing ...

Hi Nebo, I believe what you said is correct regarding how Method gets the time info, so I am not sure why this is happening.  Could you do a test for me to verify if it is Nicole's computer is causing the issue?  Would it be possible to have Nicole attempt to import invoices from one of the computers that was giving the ...

Hi Brian, Leads can have transactions. For example, You can select a Lead, create an invoice, and so long as "Wait for Sync Approval" is checked, it will not sync over into QuickBooks.  Estimates, Sales Orders, etc. will also function the same way. Wait for Sync Approval is a flag in Method that is used to mark transactions that ...

Hi Sharron, Method doesn't have any additional apps at the moment that would assist for inventory tracking.  However, Method does offer basic inventory features and we do have some aspects of the QuickBooks Advanced Inventory feature available.  We are currently working on syncing with more fields from the ...

I am trying to create a E-Mail template that does the following in the body of the message. 1. Says "You have been sent a total of ?? work orders." I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...

Hi Adrian, I was informed that we were pushing out an update for the Invoice screen overnight for the October Version, this would likely be the cause of your errors if you were attempting to access this screen at the same time it was being updated.  Please try again today and verify that this error has gone away, we apologize for the ...

We get this error message on the invoice page in the october version in the August Version it works fine. The error relates to the Invoice list. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please ...

thank you Jason! That is exactly what I need!!! But I dont know how to get that screen that you are on or how to run the report from CRM. Can you help me get there? Sorry, I feel like this is pretty basic stuff, I'm just not sure exactly what is going on:(

We are looking for a way to keep track of our Inventory with Method.   Is there such an application to assist with this?   Thanks   Sharron Moore