Method Community

Hi, You won't be able to type in this field as its a field tied directly to a Quickbooks table.  You can add Customer Types in Quickbooks which can then be synced to Method.  However, you can't modify this via a grid as its linked from the Entity table as a text field.  This essentially means it acts as a read only ...

this doesn't seem to work.  i appeared to have a field called 'Customer type' on my customer page but couldn't type in it.  so i tried to change that and then lost the field.  though the label for the field is still there.  any thoughts on how to make this work?  i was also hoping it could be a dropdown ...

Hi Karen, Not sure exactly what would be causing some invoices at random to be affected by this issue. Try using the stock screen and template to see if the issue persists. If not then it's most likely a spacing/formating issue with the template itself. One of my colleagues slightly tweaked the spacing/formatting of his invoice template ...

Hi Marcelo, Unforunately, you can't modify these options.  Please see this post for more details and an explanation of the statuses. - Adam

Tom, We spoke on the phone and we've created a case for you. - Adam

Hi Grif, We discussed this over the phone.  For anyone else, you must have job items in the work order to select in the Job Item dropdown.  This is a required field for a time tracking entry. - Adam 

I've followed instruction on community forum and method help.  Even uninstalled and reinstalled plug-in.  Using Comcast Business Class exchange for email, pulling it into Outlook.  I think something is wrong on the Setup Default screen.  What should be in the Internal Outlook Exchange Domain @.  Then when I click on ...

Is it possible to add a new status to the lead status, if yes , from where?

Item number gives me no possible selections.  I look at my Items in Mehtod and there is box grayed out is performed by subcontractor or partner Box not checked even though I have checked I purchase this product/service from a vendo in quickbooks This is the first time I have tried to use work order ...

Hi Ashur, I am not using the stock screen or stock template.  I have customized both, however this problem just started to occur after working fine for weeks. Again, this only happens when they choose multiple invoices to print and is very random.  I tried selecting the 10 most recent invoices and chose "Print Selected". ...