Method Community

Hello !  I have created a new Sales Order screen by copying the original Sales Order screen in Method.  I would like to remove the "Add new..." option in the Customer:Job field and Item field.  I don't want the user to add any new customers or items when they are in this Sales Order screen. I've searched ...

I want to make all customers active because of the odd error that has made so many incactive.

Thank you but we will focus on the 'out of the box' solutions the CRM provides at this time. Thanks for all of your input! very helpful!

Hi Rolf, I doubt this is something that will be implemented into Method as reconciliation is considered an accounting feature. Method's core function is a CRM system, not an accounting system, which is why it works alongside QuickBooks instead of replacing it. If this is something that ends up being on the list of things to do for us then ...

Rolf, I'm assuming you mean this symbol: I can't seem to recreate it.  How are your grid set up?  In all of the settings I could think of, its just a small column to the very right. - Adam

Hi Ben, Since this is an install issue, we can troubleshoot this over the phone.  Call 1-888-925-6238 and select 2 for support and we can help you with this.  Alternatviely, you can email support at support@methodintegration.com and let us know a good time when you can be reached.  - Adam

I have a problem in some of my grids which has been an isssue for quite some time. When we type something into the filter fields of a grid, another column pops up on the right hand side with the little symbol used for clearing the filters. Sometimes this is not a problem, as the column width is very small; while in other grids that column ...

There is a Reconcile flag field in Quickbooks used for reconciling bank accounts. and I would like to be able to access it in Method. Is it available somewhere now; or is there a plan to have it in the future? thanks, Rolf

Ashur, Wow, good news and amazing response time; that was impressive, lol. I think I'll just post a few more questions now. Rolf

Glad to have helped! Yes there is a possibility of it being added soon, I've received word from the dev team that it has been recently made available in the SDK so it's just a matter of when we will be able to get to adding it on our ever expanding list of things to do. I'll update this post once I receive an update  - Ashur