Method Community

I have added a documents section to a test vendor’s screen in order to test linking brochures from preferred vendors to estimates and possibly purchase orders. Uploading works fine. How is the document then “attached” to a transaction? Is it simply by using the ‘Link an existing document’ set of actions on the ...

It is going through GMail. First I'd heard of that, thanks.

You can get leading spaces to 'stick' in a field in Method by using the HTML code for a space.  Instead of typing spaces, type   (ampersand-n-b-s-p-semicolon) for each space you want.  Method will read the code as a space and save the entry with the leading spaces.  The code will not appear in the saved entry. ...

That worked. Thank you very much. Ive been trying to figure this out for days.

JWS, I've tried to figure out a way to accomplish this, but haven't as of yet so I'm not sure if it's possible. Why do you need to add spaces before the text? Is it for an estimate print? If so, it may be easier to just move the fields on the estimate report over a touch. Let me know if this works for ...

Hi, The Entity field in the Transaction table will show the fullname of the Entity.  The FullnName is contructed by the ParentFullName and Name field separated by a colon (Parent:Job).   Assuming you're putting this field on the Edit Customer screen, you can set a filter on the grid. Filter the Entity field and select Contains, ...

Wildliferemoval,  I apologize, I believe I missunderstood what you were requesting in your first post.  I did a couple of tests on my own and created a button on my Work Order screen called "Save and EditCustomer", which will save the Work Order, then open my EditCustomer screen, and populate all fields for this same ...

Hello.  Is there any way to integrate UPS Quantum View into Method?   I have 2 goals that I would like to accomplish: 1) Take a data feed from UPS and using our Invoice number as the unique identifier, copy over the tracking number and delivery date fields from the UPS feed into a few custom fields within Method on the invoice ...

Hi there,       How can I create relatzional tables in Method? I have a table counties (county subscription for our service is a product we sell) I want to relate this table to leads table with relation one to many (one lead could be interested in more then one county). I also need to make a combined field for ...

I created a custom text box on the estimates screen. I can enter things into that text box and it prints just fine. My problem is that on some occasions I need to start my text with several spaces and then write my text. When I save and close my esimate and then reopen it, Method automatically deltes those spaces that are in front of my text. Any ...