Method Community

Hi Mario,  Can you enable the MethodSupport user on your account? To do so, go to Customize>Users and press the checkbox in the Active column. Also, can you email me your company account name and a few examples of estimate numbers that are not calculating tax? Thanks.  Jason

The only problem with this is that the box you create has to be the correct dimensions for the logo because the logo will change to fit the box, not the other way around. I figured it out, but you have to find the pixel dimensions of your logo and then scale it to fit the area on the report that I am looking to fill. Then adjust the ...

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