Method Community

Hello, I installed the codec and can, in fact, view every other webinar except this one (including the Introduction to Customizeation Screen).  I can hear this webinar... but the screen is black.  I'd really like to see this webinar. Suggestions? Thank you! Meghan

OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail? Being able to select contacts with a check mark box (think gmail/yahoo mail) and having a delete button could be something that really makes your product (Method) something that non-programming salespeople would ...

Hi Marcelo,  Since this is not an editable grid you can use a loop through grid action. For example, using a button object with a click event you can add a loop through action which goes row by row on the grid and executes an action, that action being update field in table. We have a ...

Hi NSG185, You can view our full list of webinars here. You'll find the webinar for the Import/Export Tool on there, but for convenience here is a direct link. You might also want to take a look at this blog post, which goes over how to import Customers with Contacts associated to them. Let me know if you have any further questions. ...

Hi Robert, Yes, the Build Selection List filter is equivalent to a SQL IN clause, and that's how it's parsed. There are other parts of Method that can be closer to pure SQL, such as filtering tables, grids, and reports. For more information, please see this article: ...

Hi there, My suggestion is to have them log in as Method users. This would provide you with more off the shelf features, more robust and flexible options in the future. As you start to ad your Method users to your account (Customize>>>Users) you can set up the sharing between them in step 6 of the wizard when you edit each user. We ...

DBrunette- Watch the following webinar found HERE it goes over how reminders work in Method. You can send email text messages to their phones for work orders through customization maybe adding a Send Email button to work orders? In regards to the error you are getting can you enable MethodSupport on your account ( Customize > Users ...

jim@jbtss, You will need to customize the estimate screen to do this. In the text change actions for the Item drop down on the grid, you will need to enter the sales price into the Cost column(Which you may want to rename). [quote user="jim@jbtss.com"] if changed will update the rate of the item sales price in quickbooks[/quote] For ...

Bryan, Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below: 1. Go To Customize > Tables / Fields. 2. Edit the Activity table 4. Select Add a Linked Field 4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees) 5. Now select ...

 Hey Gene, As the WO screen does not calculate tax by default, you would need to add fields and actions to make sure this value was being calculated and displayed on screen. If you need help with customization, take a look at our webinar section for support, or contact your Business ...