Method Community

in Estimate, I can choose email notification when saving, then my customer is able to receive the link to look at the PDF estimate,  how could I do the same thing in my sales order?  Thanks.

You're right, I was slightly mistaken.  The screens changes will show, however you'll need to sign in to the live site first.  You may see that occassionally when you sign in, there are some screens that generate before you are completely logged in.  This is what needs to happen for your portal screens before they will ...

Hi Adrian, This really depends on how your screens have been customized.  If you are creating an estimate from a Lead or Customer and you have chosen a specific "Price Level" option from the dropdown menu on either the Edit Customer/Lead Screens, then at this point, you have assigned a specific price level ...

Adam, I am not quite sure that is it. It just seems that there is a multi hour delay in the publishing of the screens for portals. We are using the August version and our screens are publishing but our first attempt we did not notice an update for a day and another screen update yesterday took several hours. Is there somthing that we are doing ...

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field.  Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard.  Below is an example request made via SoapUI with the ...

Fantastic, thank you.

Hi, I am new with REPORT DESIGNER, and am currently struggling with the template customizations. Please help me with the following issue: - My transaction line (Estimate, Sales Order, Invoice, Credit Memo, etc.) is only showing the first line of information (Item, Description, Qty, Rate, Amount, etc.), and is not showing the full list of ...

Ben, I have found out why this is happening, if the estimate is set to wait for sync approval the retail pries are not pulled over from Quick books if this is unchecked and saved the prices pull over from QuickBooks. I thought all data was synchronized?  

Hi Suzanne, Have you checked to see if the Work Orders have already been invoiced.? In the Work Order List, there is a field called Invoice Type.  If this field is set to Invoiced, than Method will not create new invoices for those work orders.  I'm thinking this may be the cause. - Adam

Hi guys, What's likely happening is that you are making the screen changes in the August (stage) version of Method but viewing the portal in the July (live) version.  Any changes made in the stage version of a portal screen will not show to a customer viewing the live version of the portal until the August or stage version ...