Method Community

I have created an estimate in Method.  It has synced with QB.  In QB, the tax appears and the QB estimate shows the sales tax.  In Method, however, the tax appears on the screen, but when I select the print preview, the sales tax is $0 and the total is the pre-tax amount.  If I bring up an estimate created in QB and then synced ...

Interesting...I had not considered that. I didn't even know that was a tool available to us. Good to know. I'll look into it. Thanks!

Hi Blake, Have you considered using the Knowledge Base?  You can set that up under Customization > Integration Tools.  This is the same tool we use to create our Help Center.  Additionally, there a number of improvements coming on this in the future. Hope this helps. Adam

We received the following question from James by email: [quote]We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts. We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their ...

Allison also asked how to improve the quality of her logo in the Report Designer. She would like to enter the logo directly into the Report Designer rather than pull it from Method -  Allison,  Try entering a Picture Box into the Report Designer. Click the small white arrow on the top right corner of the picture box, you ...

Might be a silly question but I'm putting together a custom Help page in Method for my users. No data on the page...just a bunch of text. Right now I'm using several Help/Info section objects on a page but am limited to the content length in each of these. Would like just a simple static HTML object to use. Anyone doing something like ...

Fantastic thanks. Must be an error in my actions.

Additionally, have you manually run the Generate Report action to ensure the report actually generates with the correct information showing? - Ashur

Hi andy, You can utilize the Generate Report action on any screen to pull data from wherever needed; what matters is that the report being selected is based off the table(s) you wish to retrieve the information from. Please advise how you're emailing the report and provide a screenshot of your actions if possible. - Ashur

Can you confirm if it is possible to send any report, based on any table from any screen? Or does the report have to based on the same table that the screen is using for the report to generate successfully? I am trying to generate an estimate report from within a screen based on the activity table. The email is sendng but no report ...