Method Community

Greetings, This button worked in QBD and this button works with series work orders in QBO. This custom button took the workorders, took the frist line item from the work order and sent each customer emails to let them know the day of service.   Now this button only works with series/one time work orders.  If there are ...

Hi jad,  Some customization can be done to achieve this goal. I don't think you can add the count right on the grid but you can add it elsewhere on the invoice. Add a textbox or a label object somewhere on the invoice. This will be used to display the count. Next add the following actions into your Save button. ...

Is there any way to add other functions to these dynamically created "rows."  I would like to be able to average a column instead of subtotaling - but keep it in the grid for ease of exporting and printing if necessary. Any suggestiong?

Hi theavsspecialist,  Unfortunately at this time, unlike regular Method, you cannot customize the Google Gadget. You also cannot use any custom tabs, screens, fields, or actions that you have in Method. It can only be used 'out of the box'. Hope this answers your question.  Jason

Hi Marc, We need to clarify if this is for the customer or for contacts? If we take a quick example where we have a company called MyCompany which is the customer and has 5 contacts under the Customer called contact1, contact2 etc. How are you trying to make this? Are you trying to have the information displayed based on a customer level? So ...

[quote user="Marcelo11756"]Is it one action per field? For example Employee/vendor1 will have one action and then I will do the same for the others?[/quote] Hi Marcelo, Yes, it is one action per Employee/Vendor.

Is it one action per field? For example Employee/vendor1 will have one action and then I will do the same for the others?

I have a lot of customers that need an item total on their invoices.   If there are 107 different items on the invoice, I need the invoice to automatically give me the 107 total at the bottom of the invoice, so I don't need to do that manually.   Is there a way to alter the invoice to do this?

Hi Sam, I'm going to go away and try yjis but if I'm understanding you correctly this will be a manual process? If so I need something that auto links just like the transaction grid does. That doesn't need a dropdown to link to the current record. You see I want to use this in my customer portal to allow my customers to keep ...

Ok thanks. I did it, but still not working for me. I select the team and the team memebers are not autofilled