Method Community

Hi John, Here's a thought you could modify the ContacstPortal_Transcation screen to instead of filter the grid by Entity equals value from session Portal- Entity Full Name to Entity Contains value from session Portal- Entity Full Name. If she logs in under the Parent Account it should show all the ...

Hi Shirley, Is QuickBooks open on the second computer that you installed the sync engine on? If so is it pointing to the same company file that the main computer is pointing to? -Michael

Hi Heather, In order to fully take advantage of sales orders in Method you would need to upgrade from QuickBooks Pro. Since Pro does not have sales orders you will get a conflict when you try to sync sales orders. What you could try is checking wait for sync approval on the sales order, that will prevent Method from trying to post the Sales ...

Hi s.valese, Method doesn't recieve emails but it can send out emails if you enter your SMTP server settings within Method. With the Outlook plugin you can add emails that are sent or recieved in outlook as activties in Method -Michael

HI Ian, You're right it does flash really quickly but I saw that message displayed. I will look into this. -Michael

Hi, A good example of this is the New Estimate button in the Customer List Screen. You should be able to reverse engineer how the Customer List screen goes to the Estimate screen and enters the customer. -Michael

Just a heads up for everyone. This should no longer be an issue. :)

Actually to correct myself, it seems to work in Chrome at the moment.

Hi Gary, The answer to your question is yes . The current list of invoices in the Receive Payment screen is filtered by customer (Customer = Value from Screen) but you can change that filter (Customer Contains value from screen). So for example before if John Smith was your customer it would only show results equal to John Smith but if the ...

HI Greg, I don't see a current way of doing this. I am going to add this as a suggestion to Method. -Michael