Method Community

Hi Andy, Do you even have a CustomerFullName field in your estimate table?  Is this a custom field? The Estimate.Customer field (which is what appears to be rendering) should be the same as the FullName field anyways. Wouldn't Estimate.Customer give you the same result? - Adam

Thanks Jason for your prompt response. I'm surprised this isn't a standard feature. Maybe most of your users don't have to scroll through long lead & customer lists. Hopefully your feature request will meet with a positive response. Thanks again Scott Drury Visualint

Lucas,  I should mention, click here for the first article of a series of five about the Outlook Plug-in.  Jason

Hi Lucas,  Glad you got it working! If you are continuing to run into issues, feel free to call our support line at 1-888-925-6238 (ext. 2). We would be happy to take a look! Jason

Hi Scott, Unfortunately, this is not possible in the current version of Method. I think this would be a great feature to consider adding though. I'll submit a feature request for you so the team will consider it in future versions of Method. Thanks! Jason

thank you!

Hi Blake, Good news on this topic, we have just pushed an update for this issue on the live site.  So, if you were to now blank out the Sales Rep Field on the EditCustomer screen from Method (after there was a Sales Rep already assigned), this change will now stick when a sync has been peformed.   -Ben 

The Report Designer can be a difficult beast for really in depth reports.  I think the key is to know how your tables and fields link up in Method. Since you've based the report off of the Customer table, you should be able to add in the Time Tracking table as a detail table.  I'm assuming you can't find the sales price ...

A user deleted the SalesTaxCode field from the SalesOrderLine grid on the stock Sales Order screen. Tax calculation on this screen relies on this field so they asked how to add it back. The first step is straight forward, simply edit the grid and insert the SalesTaxCode field on Step 2 of 9 of the Grid Wizard. The second step is a little ...

Hi Mike, I just wanted to let you know that I have looked into this a little further and do see what you are saying about the custom fields not being able to change from Method, after you have create the Sales Order.  I am going to spend some more time today, working on different variations on this before I can tell for sure what is ...