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Thanks for your reply. I feel comfortable with the customization work.  The only thing I'm unsure of is where I go to "copy the URL from the document" - I've looked at the New/Edit Document Link page, but don't see a URL.   Can the document URL be found on an existing screen?  Or, do I have to customize a ...

I was customizing an Estimate template that originated from a preexisting template in Method. There was a GroupHeader1 and GroupHeader2 already on the template and both were visible when I first started customizing it to meet our needs. At some point, the GroupHeader2 stopped showing up in preview. I tried to backtrack to where I last ...

Everything mentioned can be done through customization, except the automatic handling of the document as attaching a document to a solution requires events to take place (manual button clicks by a user) and going through a wizard. To include a document link in the solution, you can manually access the customer record and copy ...

So we are a company that has customer types who are end consumers, wholesalers, and distributors.  We have them labeled as different "customer types" in Quickbooks and Method.  For the use of Method, we DO NOT need the end consumer, or what we have labeled "retail".  Problem is, back when we imported our ...

Hello Method_Ashur, I would like for the "Subject" of the Case to populate the "Title" of the Solution I would like for the "Internal Comment" of the Case to populate the "Solution Body" of the Solution. I would also like for any Documents associated with the Case to be included with the Solution. ...

Hi NathanInTexas, Can you please further elaborate on this question? This isn't something available "out-of-the-box" but you can perform some customization to help do what you're looking for, however, we need more details regarding how you would want it to work. For example, what will be used as the Solution name and body, how ...

Hi Marcelo,  I have replicated similar behaviour on my own account. I'm going to create a ticket for our team to look into this issue and I will post back here when I have an update for you. Thanks for bringing this to our attention!  Jason

Andy, Go to Tables/Fields > click on the PurchaseOrder table > then click Finished Editing Fields. Do the same for the Activity table, then edit your screen and it should show the correct Select Field value. Let me know the outcome. - Ashur

When a Case is closed, is there an automated way to use it to create a Solution?

To add to this post, if you're interested in learning more about customization, I suggest our webinars. Click here and scroll down to the Customization section.  Jason