Method Community

I am trying to add documents for my vendors and possible for employees in the future. In my vendors screen under Vendors and Contacts List I created a section called documents and it shows up next to address info, additional info, transactions and activities. I have the grid all setup just like it is set up under the customers screen except the ...

Hello Forum Viewers, We had a good question sent into our support email that we felt would be good to share and discuss with other Method users.  In my own words, the user was wondering if it is currently possible to offer sometype of alert to customers through an SMS text message, and then receive back confirmation ...

Hi JWS, I am going to look into this a little further when I have some more time, however for now I can hint to you where this action would likely be added. If you are using the "More Actions->Create Sales Order" Button from the Estimate Screen, if you go to edit this button, and choose the "Create Sales Order" ...

VLocke, This is good info.  Thanks for letting us know.  I'll update the team. - Adam

I would like to know how to transfer data in a customized field to the same customized field on a different screen. For example I created a feild called Siding colors. When I save it on the Estimates screen the dropdown works just fine. However when I convert that estimate to a sales order the infomation doesn't transfer to the new ...

Hi Vlocke, What you have done so far wouldn't actually populate the Class Column in the InvoiceLine grid because this grid is based off another table, InvoiceLine. However, it wouldn't be too difficult to carry this value over to the InvoiceLine Table, per item.  This can be done in a similar way as how you ...

Hi Andy, If you need to, in Quickbooks you can prevent the sync engine from launching automatically by going to Edit>Preferences>Integrated Application. When does Quickbooks crash? Are both instances of the engine trying to sync at the same time? Is there an error message in Quickbooks or in the engine? Jason

We are hosting QuickBooks on a cloud server. We have two users accessing QuickBooks simultaneously in multi-user mode via RDP. The sync engine starts automatically for both users when QuickBooks is launched. I think this is causing QuickBooks to crash intermittently. How does the sync engine resolve conflicts if there are two or more instances ...

Adam, I did find that Chrome worked, Internet Explorer showed me the screeen but had other issues.  My husband checked into this and found that Firefox changed their brower display defaults after version 21.  So I thought someone else may need to know this.  Some people are reinstalling version 21 because there were no problems ...

Ben, Thanks this helped. VLocke