Method Community

Hi k.leeser, I would try a full sync again or even reinstalling the sync engine. If you are still having issues enable the MethodSupport user (Customize > Users) and email me your account name to m.melo@methodintegration.com and I will take a look at your account. -Michael

Hi Bryan, Currently it is not possible to send a ‘Silent Email' through Method. What I can suggest is creating a screen that you will visit once a day that will have the send email actions built into it and click a button once a day that will perform some checks and determine which customer should have an email sent to them or if you ...

Hi John, It is possible to create 1 invoice instead of 8 separate invoices for each property by editing the current actions used that create invoices from work orders. One thing to note is that the invoice itself will only reference one of the properties or the main customer account which may affect how you track revenue in ...

Hi cpitts, Does this happen for all Inventory items or just some? Have you tried clicking the Refresh button? If it's a default screen meaning you haven't customized it I can take a look at it if you enable the MethodSupport user and email me you Account name to m.melo@methodintegration.com -Michael

Hi RebeccaCA, Clicking the Advanced button in the Screen editor will take you to where you have the option to set actions for the OnScreenLoad event. What I would suggest though is editing the Checkbox itself setting the default value as checked and then under Advanced Options, check Hidden: invisible when screen first loads this way it will ...

John, If you want to go the statement route you can create a copy of the simpleinvoice template and use that as a starting point. On the simpleinvoice copy if you remove all the Group Fields (This is one of the properties for the Header) from Group Header 1 and move the customer's name, invoice number, etc... , to the Detail section (Between ...

Fran, It looks like you may just need to change the Image Sizing property to Stretch Image. This can be done by clicking on the Picture box object that you created and then clicking >. Setting the picture box to Stretch Image will cause the image to grow or shrink to fit within the picture box you created. -Michael 

Brett, I will bring up this suggestion in our next meeting.  -Michael  

John, Thank you for sharing this with the Method community. I have used Method and printed from Method on a Windows XP machine running SP3 and didn't have any issues. I tested it again today just to make sure it works and it does. Maybe it's something specific to that computer? -Michael 

Andy, [quote user="Andy K"] For the first question above, is the only way to edit a screen to copy it first? If I make a copy and point all new links to the copied version, what happens if I decide to go back to using the default invoice screen? How do I get all links to point back there? [/quote] It is not possible to edit the ...