Method Community

Hi James, Would you be able to email me privately with the CompanyAccount name you enter in your Method Login.  I would have to take a look in your account to see what is happening, from you described above you should be able to see the "Create" button, so there might be something else wrong here.  If you do want us to take a ...

Hi David, One way you can do this is to add a Subtotal line item before the Discount line item. The Discount item will then discount the subtotal. See my screenshot below.  Let me know if this works for you! Jason

thank you for your response ben.  i apologize for the delay in my own.   to clarify, i never expected to see contacts tags appear as customer based tags. the problem i am having is that the create button does not appear. i simply get a tiny (approximately 10 pixel square) empty bubble upon hovering over the tag icon. i will attach a ...

I would like to have the ability to add a total % discount to an Estimate or Invoice.  Currently this is how I do it......I had set up a new item called 5% discount which deducts 5% from the line item above.  Howver this only works when I isnert the 5% discount item right below any other line item.  If I dont put this discount item ...

I'm getting the following four errors when I try to sync with QBO: Could not add/edit the Entity '708'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: EMPLOYEE_REQUEST_BAD - Employee resource supports read-only access at this time. Create, Update, or Delete are not ...

I found the solution is to make a date range filter in the filter condition. It's simple, you just have to choose the date range option and then enter the dates that make up the range. Problem solved.

Hello, They said I need to generate a report to filter by date with a start and an end date. In action: Generate Report, I can add a filter to indicate that only display the records that are >= a start date, but on the criterion (where) I can not add that is <= the end date. How do I get the report to show only data between two ...

Hi Jsenick, By adding the TagList field to the Customer table, you are correct that Method is able to pick up on this "keyword" and will treat this new field as a Tag, similar to how the Contacts Table would.  However, as mentioned in the Help Center Article you pointed out, the actually "Tags" that may be have ...

I am trying to add the TagList field to a custom screen.  The TagList in question is newly added to the customer table (as opposed to the contacts table).  The tags icon does appear as expected.  But it does nothing but show a tiny empty bubble upon hovering over it.  The bubble then does not disappear unless I ...

Hi Andrew, This is difficult to answer without knowing your setup.  Can you first confirm the time zone your computer is set to, this might have something to do with that.  Do you have access to another Windows Computer that you can see if you have the same issue in Report Designer? If the first suggestion ...