Method Community

Fran I'll put a ticket in for this.

Can activity dates be added?  

If I select a customer and then check the " Completed" box, all "completed" transactions show up, irrespective of customer chosen. 

Is there a way to generate a unique customer number when entering a new client?

Thanks, things are working good so far. May be you can help me with one other thing. On the sales order screen. There is the "sales order list". I want cetain users to be able to filter that list differnely than others. For example: I want my dealers to view only there own sales orders on that list. Yet I want my employees to view ...

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 ...