Method Community

Hi Andy, If you were to take a look at the DocumentLibraryLink table, there are some dropdowns field for Estimate, Invoice and such.  You could add a dropdown for Purchase Orders and engineer the button the same as the Estimate and Invoice screens. Hope this helps, - Adam

Hi JWS, There could be a couple of ways to approach this, but this depends on how are you are attempting to add your customer's signature.  We have had this request in regards to mobile users in our forums, I found this link, which talks about how it can be done using a specific Android Application.  I am not making any ...

I need to add phone number field to a custom report in Method based off of work orders.  The current custom work order screen does not have a phone number field on it.  So I know I will need to add the phone number field to the work order.  I need to pull the phone number from the customer record.  I have created a field ...

Hi Mike, The best way to accomplish adding both your company logo and formatted text to your email signature in Method would be to use a mixture of some basic html and CSS code while entering this information. Here is a great link for learning some basics for html and CSS if you don't already know how to do this.  Keep ...

Awesome! Thanks Mary. I'm not sure how this will sync to Quickbooks, but it will work for Method-only custom fields.  Jason

David, To edit the Select link actions, edit your grid and click on Actions next to the Select field. See my screenshot below:  You can use a Basic Math Calculation action in your Select link to calculate the Vendor Rating. You can't format the field to show in percent, but you can change the caption to Vendor ...

Hi Nebo, First off, what is the end goal here for these relationships?  There may be a better route to take depending on what you are trying to achieve. Assuming you need a structure like this, I'd recommend creating another table to house both the customer and the county fields as dropdowns.  The county dropdown would be connected ...

Hi kturner, You can use an SQL Override to show both the Contact fieldn and the AltContact field in the same grid column.  This will allow you to search for either contact in the grid filter. To do this, simply click the Advanced option on Step 2 of the grid wizard.  See below for an example: Hope this helps, - Adam

Does Method supports rendering HTML in any of it's fields?    

I would like to have a default always visible in a sales receipt line item. Any ideas as to how to do it?