Method Community

Sweet! I didn't know that I could create users that wouldn't sign in.  If I can do that I defintiely want to use the already included reports. Thank so much!

Ok-I now have my access and want to specifically add an attachment to an email template through the activities screen so that this will record on my daily activity. Please let me know the steps that I can take to customize this option for all our method users in this office. Thanks, Kori

Greeting QBO>Sched and Invoice>Calendar I tried dragging 4 work orders at the same time from monday to saturday and i got a big red X saying i caused alot of errors.  This is a stock screen. I take it this cant be done? just move one work order one at a time? Thanks,  John M

I am curious to know if you found a solution to your problem. If not, I recently had the same problem and fixed it. I am also looking for people who have experience with accessing Method CRM through PHP in order to build a PHP interface to sell to Method CRM. If you are interested, please email me at jeff@theinfinitylabs.com.

Hi Ben B, I doubt this will be an editable screen in the future as it may be setup this way due to security reasons, similar to how our Portal login page is setup. If we do decide to make this editable then I'm sure you'll see the change on our Release Notes. - Ashur

Hi Kori, You don't necessarily have to be an administrator to customize.  However, your user does need access to the Customize tab, the Screens tablink and the table and screen that you wish to customize.  If you don't have these permissions the admin will have to set this for you. or perform the ...

Hi Johnny,  If you're using the stock Estimate screen, you'll see fields in the grid called Quantity, Cost, and Amount. The Cost field on the grid is actually attached to the Rate field in the table. The workflow should be: Quantity X Rate(Cost) = Amount. See my screenshot below.  The TotalAmount field is ...

Down the rabbit hole you go.  I think I gave up on trying to use grid update in Actions.  I couldn't get it to work.  I either had to have the user do it by the button or have the action sequence save all sections. Good luck.  I'd be glad to know how this works out.  I have a clickable link within a button that ...

Any plans to allow us to edit the advanced listbuilder insert screen? I notice this is a predefined webpage. I would like to edit this screen to preset some of the options and remove some of the options seeing as we are using Listbuilder for more than just emails. We are creating snail mailings as well as other lists. Be great if we could change ...

Hi JohnnyW, The Cell Alignment Override feature will not work on editable grids; it will work on read-only grids. I've just tested and confirmed that it's working as designed. Can you advise whether or not your grid is editable on the screen? - Ashur