Method Community

So uploading new contacts using import and method decided to log me out after 10 minutes so half didnt get imported. When I tried to log back in to finish the import my browser timed out as something in method keeps slowing down my browser, so now have some contacts imported and others not. I can figure out the last one imported and start a new ...

When printing invoices, packing lists, etc., Method is creating a pdf file as part of the report.  To generate the pdf and then display the result for printing, or for e-mail we are seeing processing times in the 1 minute range.  The new process watchdog is advising that the process is running and provides the countdown, which in sa0me ...

[quote user="dottie"] Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments? [/quote] The subtotal will only total what is currently on the grid. What you can do is create a new filter view that shows only invoices. This can be done in Step 3 of 9 in ...

Andy, These have been fixed.  The sync should work now. - Adam

Hi Heather, That's great! To populate the employee vendor field, you will need to use one action but for each field (Employee1, Employee2, Employ3... etc.) and these actions will be on the Event: 'Text Change' The action you will need is the "Retrieve Value From Table" action. You can set it up for each employee ...

Yes you were right, I unchecked the subtotaling for the amount. Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments? and an additional column with the amounts of the invoivces prior to taxes added?

I do not see the bill rate as an available field to add the the time tracking screen and grid and to the employee list.

Hi again Errol. Thanks so much for your help so far! After some playing around I figured out how to create the new drop down and even get it to populate with the Team name info. I hope this is my last question....how do I get the employee names to auto populate into the employee/vendor fields using the info from the new drop down box (New drop ...

Glad to help if you can also alternatvely use a more quicker method by Exporting your Contacts table and in the Advanced Script section add in the following IsOptOutOfMarketing='True' for Filter with Script. - Sam

Hi dottie,  This should not be the behaviour of the stock screens but if it is a customized screen it may be a simple fix. For example, it's possible that the subtotal at the bottom of the grid is totalling the Amount column rather than the Balance column. If you can post a screen shot of the grid (or email it to ...