Method Community

My regional settings are set to English Canada and it shows in Euros and the customers setting are also English Canada and it shows in Pounds.  I don't see the logic. Anyhow I did change the Template in Report Designer as you explained and now the Preview no longer works.  Here is the message I get: 

Hi Matt, Please enable the MethodSupport user on your account then email me your Company Account name and contact information. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. - Ashur

Hi Formation QB,  If the Format String in the Report Designer is set to "c2" like I mentioned above, then the currency symbol will change depending on the Windows regional settings on the computer your using. To make the report always show the $ sign I suggest editing it in the Report Designer and ...

I'd like to make an estimate that has line items that "upgrade" or are optional but don't add to the total.  The items would still need to have dollar amounts based on quantities, but wouldn't add to total. 

Hi - I'm looking to copy the information from an estimate, having saved the old one but keeping the items and quantities in tact for another, very similar estimate.  Can I add a button to the estimate screen?  If so, what would the actions be?

I'm trying to duplicate a calendar within the 'My Calendar' screen to show seperate calendars in order to reflect the availability of multiple conference rooms.  I would also like the calendar to have the same functions as the current calendar that is already in the screen.  Is there a way I can duplicate the calendar or do I ...

I want to change the caption for a field depending on a type of customer type (whether it's a parent/entity or a subaccount). For example, for a parent account, I'd like the "Name" field (from QuickBooks" to have the label/caption of "Customer Name", and for a subaccount, the caption should read "Account ...

Hi Jason,   I am the ProAdvisor working with this customer. In the orginal screenshot that my customer sent you of the Estimate he had the £ sign.   I logged into the Method account on one computer and the Estimate shows with Euro sign.  I logged in the same account on another computer and the Estimate shows with ...

David, thanks. Changed the 'isPortal' to false and now getting a successful lookup. The link however doesn't take me to the correct screen.

Auto Grow is alredy checked and most of the fields are not editable on screen. I thought it was the edition of screen that I was using (Remote Entry Edition) so I created a new screen using the new edition (CRM Pro for QB Desktop) and still getting the same result. Any other suggestions? Thank you.