Method Community

Hi Jdibona, Yes, you are able to change font type & size for email templates. To do this, you will first have to: Go to the Home tab then click on the Email Templates tab link. Edit the specific email template then click Save. *Note: I highly recommend making a duplicate of the stock template before ...

We received this email from a user -  I cannot find the place where you can choose to enter your own estimate #s instead of having Method auto-fill that field for you. Can you remind me where it is. Right now it is auto-populating with a number and overriding what I have entered. Allison,  There is a setting under the ...

I have been fighting this problem for 3 days and finally got fed up. Is it even possible to set a font other than Times New Roman for email templates? I've tried typing/pasting the new content into the editor and then setting the Calibri font and size to 11 pt and I've tried setting the font and size the very last thing before saving the ...

Hi Alex, As you found, you can hide the Rate and Amount fields when the screen first loads.  Unfortunately, I don't see a way to hide individual columns from certain users. - Adam

Hi Jule,  Here is a similar post outlining how to take out the time in a DateTime field. To insert the day of the week, I suggest dragging a textbox object onto your screen to show the value. From here, you can use a Date Function action (specifically, the Get Day of Week function) and then an Enter Value into Field on Screen ...

Hi Marcelo, Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse over the name then click View on the left side of it. If it works on this screen, then the problem is definetly ...

Thanks Mark

We do not use specific times when scheduling items and do not have a need for and end date, as everything is a day event.  Can I get rid of the end date and how can I customize the start date to be date only.  Also, can it show the day of the week (i.e., Monday, 6/3/2013)

Blake That's the kind of consulting we've done for few other people and we'd be happy to do the same for you.  It's probably best if we communicate directly.  You can reach me via email.  mark@lacrewsbsp.com.

Hi, I am trying to figure out a way to hide the cost of job items from some users while still allowing them to modify the qty and add new job items to the list. I have created a custom copy of the "Add/Edit Work Order screen" for these users. On the job items grid, I tried removing the columns for "rate" and ...