Method Community

yeah, as far as I know I've deleted all other calendars and the only ones I'm using are pointing at the assignedto resourse which was the original one.  I didn't know you couldn't have 2 different resourses until things went bad.  After I figured it out, I changed everything back and I got the calendar working again. ...

Hi Greg, Are there any calendars that have the resource changed still?  If any calendar in Method is set to different resource than the rest, it can cause inconsistencies with the calendar.  There is an article in our Help Center that outlines this: Calendar Resources. What happens if you save an activity that doesn't currently ...

Hi Suzanne, You can do this by adding the Balance field as a linked field in your Invoice table, then add that field to your report. This will pull the balance from the Customer table. Is this what you're looking for? - Ashur

Thanks for the help Mark! Mike - As Mark stated, currently there is no way to schedule automatic tasks in Method without utilizing the API, however, this may be possible when the new version is released. Check out this forum post which discusses the same topic. Hope this helps! - Ashur

I'm not able to see any Activity events on my calendar screens.  They worked before and then I tried to create a resource calendar based on specific activities.  That failed miserably and I tried to delete and change back everything I changed.  I don't see anything wrong... thoughts? Thanks, Greg

Hi MikeB Inside a Method screen design there isn't an option to raise an unattended event.  I don't know if Method intends to add this feature but we have been able to do this through the API.  So it is possible.

Is there a way to assign actions to a (hidden) button on a screen and run those actions every night at a certain time. I'm looking to create a customer status variable that is based on various things and would like to update that status every day automatically. Is this possible?

Hi, I am trying to find the field that will bring a total account balance into my invoice. For example, right now we use this in QB.   Rather than send out individual statements, our QB invoice bottom shows: Invoice Total Payments/Credits Customer Total Balance I can't find the Customer Total Balance in the Method field list, in ...

This question came in from Patrick: I downloaded the custom report builder, and added SKU to the estimate, except it is showing same SKU over and over instead of a new SKU matching the description. Hi Patrick, Where is this field added in Method?  In the Estimate table or the EstimateLine table?  Should this SKU match up with ...

I believe you are referring to this character max in the Received Payment table for the RefNumber field:  The max amount of characters on this field is set in Quickbooks and unfortunately cannot be changed in Method. Hope this helps.  - Jason