Method Community

Hi, I just noticed that quick books has a Lead Center.  But, Method doesn't automatically use it or synch to it. Is this is feature that can be turned on or off?  Or is it not something that works with Method. Thanks!

Hi Innovative, I'm don't believe there were any platform updates.  What exactly was broke and how? - Adam

I'm trying to automate the creation of an item group when creating a single inventory item. The user inputs the item details and then from a grid selects related items. At the push of a button the group is created dependant upon the grid selection with the name of the group being a character function of the grid selection. This part ...

How do you send multiples work orders to the calendar at once?

Can a recurring series be change back to a one time work order?

I am in a different method account trying to customize the invoice screen so it's the same as the account referred to in the previous threads. I have hidden the columns I need to and am trying to change the Rate column caption to "Amount" just like I've done in my other account.  I successfully changed the Amount column ...

Our mobile screens just broke

Can this be cuztomize?, since all our occurences are the same, they don't change. Can it be so everytime you edit the series, it will affect all the occurrences, this would help me a lot

This question is somewhat related to this thread about Sort Orders.  The line items of each occurrence are not automatically copied from the series. The reason for this is because you may not have the same line items for each occurrence. When you do copy the line items from the series however, the occurence is broken from the ...

Mike, You should be able to get around this by assigning each user to a specific tab group.  For example, if user1 and user2 have access to the Mobile Users A tab group, they'll see those screens.  If user3 and user4 have access to the Mobile Users B tab group they'll see those screens.  What you have to make sure is ...