Method Community

Hey DavidD, Your contacts just need to have unique email addresses in Method, they're not required to be in QuickBooks since Method supports multiple contacts per customer. They can manually register by accessing your portal. Hope this helps! - Ashur

Does the contacts email have to be in quickbooks in order to register and access the portal?  I have certain customers in Method CRM that have 4 or 5 contacts, which arent in Quickbooks, so will they be able to access this portal on their own without any additional setup steps on my end?

Hi Andrew, There are a few basic calculations in the action set of the Save button that will determine the value of the Amount field. Take a look at these. Do they still work with your added logic that enters price levels? On the stock screen, the Amount field is calculated on a save by multiplying the Rate and Quantity values ...

Hi Marcelo, How do you wish to sort them?  You could add a field to the customer table to store a sort number, then customize your screens accordingly to show this field.  How do you plan to populate the field? - Adam

Alternatively, if you do not wish to perform any customization or if it's not something you want to check frequently then you can just export the UserSignInLog table. Check out our Import/Export Help Center article which includes an awesome video tutorial. - Ashur

Hi Matt123, You can easily accomplish this by creating a new screen based off the UserSignInLog table. Add a Grid object to the screen then edit the grid to include the fields you want to see, e.g. UserName, SignInDate, SignInIPAddress, etc. Save & Close the screen then you can view it by hovering over the name of the screen and clicking the ...

How do I see what date and time the other users have logged into method if I have administrator permission settings? Matt

I have changed the default mobile work order screen to allow price levels (either per item or fixed percentage). The per item cost replaces the rate and is multiplied with the quantity to give the amount. When saving, the item is inserted into the grid but the amount shown is the original item price multiplied by the quantity.

How do I create a sort order for the customers table, that will not conflict with the sort order the the work order. I want the clients to have a sort number instead, does this make sense? How do I do it?

Yes from the invoice screen works fine, but I genereate my invoices from the work order list screen, I select the services that I want to invoice and then I ckick on more actions and invoice selected. And the invoices are genereted but it does not calculate the tax amounts. Please help. Marcelo I also genereted invoices from the stock ...