Method Community

Hi again, Yes, it seems that the Invoice-Short Description may have been a custom field, added thru Quick Books.  For now, we will not move forward with customizing the functionality to that level.  But I would like to use that field in my invoices as is.  I dragged it in, but it's not working properly. Goal:  The ...

I created a couple of web forms to include on the contact and request quote pages of a web site. The forms should create a lead and an activity. Initially they were working but somebody changed the values in one of the referenced fields (Activity.ActivityStatus). I had to go back and change the code in the form manually to reflect this. The form ...

Adam, when generating an invoice report we would like to list all the work orders associated with that invoice. So when creating an invoice from a work order that work order will be displayed on the invoice (work order number, description, date end etc...).

I am trying to transfer a report from one Method account to another Method account.  I have opened both Method accounts on the same computer.  Downloaded the Method Report Designer - opened the Method Report Designer from the original Method account, I can see the report I am looking form and can pull it up in the Report Designer ...

adam- i do not have the grid as shown.  it is an empty box next to customer type.  if you log in you can see that...any other thoughts ont his, as it is holding up an activity we have planned.  thanks, cara

Hi Andy, Something like this is possible.  What is the end goal here though? What information from the work order do you wish to show?  Also remember that you'll also need to link the appropriate tables together so that they can be used in the report. - Adam

What are you referring to when you say Invoice Short Description? Is this a custom field? Something like this would be possible, however, you would need to speak with an in-house Consultant or one of our Method Solution Providers as it goes beyond the scope of the forums. Let me know if you would like to speak with one of our Consultants and ...

I'm looking to design the following type of screen: A grid showing list of all customers (fullname field in the Customers table) Certification attributes for each customer (Certification 1, 2, 3 levels, for example) are also columns in the grid. These would be checkboxes. These will be manually updated in the grid for ...

Okay I think this might be the last question regarding our invoice template, but this one might be a big one! My goal:   To have the invoice print the Invoice Short Description for our services. Problem:   Not all our services have a short description Is there a programming functionality that will allow the Short Description to print, ...

Greg, From what you're describing, it sounds like there may still be a calendar object in a custom screen somewhere that hasn't been changed back.  Would there be any other users that may have made a screen perhaps?  If you can confirm this is the case, could you email me your account and turn on the MethodSupport user so we can ...