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I looked into this further and I see that my transaction grid only reflects payments received. It does not have invoices sales orders and all other transaction that pertain to the job in the edit customer screen. The onlly "type" available is received paymemts. Can you point me in the right direction to add the other transactions with ...

Greetings, QBO>Scheduling and invoicing> work order list> Checked one workorder> more actions> selected for job costing> enter job cost screen> enter actual hours / time tracking> selected the goto link next to the employee and i get the following message: Could not run the 'Show Screen In Popup' command, as ...

Greetings QBO> Scheduling and invoicing> work order list> add/edit work order> job name field ... button. when creating a new work order, i entered Landscape Maintenance then pressed the ... button next to it to make it the default job name.  Method started to process it but the little spinning icon in the center of the ...

Greetings QBO>Sheduling and invoicing> add/edit work order> recurring> projects> resourse dropdown list.   So far i am the only person to be able to logg in. When i did try to look at this drop down list i get the following message: Error generating dropdown, an email has been sent to the administrator. John Mora

Is there anywhere custom screens are posted to buy/sell share im looking for anyone who may have already built a Gannt Chart  Construction Scheduling chart or similiar based on the activities table i have customized.. any help would be appreciated

Hi Owen, [quote user="barstone"]Where can I find a paper or video about the best process flow for Method?[/quote] There are no papers or videos that outline the entire process flow with Method right now.  There is documentation in the works but until released I can explain our stock process a little more.  Method allows you ...

"November" version now available The following updates will be available on the staging site on November 15th.  You can access the November version by clicking "Switch to the November Version" when you sign into Method. Right-click customize - rather than having to go into Customize > Screens, you can now just right ...

[quote user="swm023"] how can i make this so the date automatically changes to today's date for ALL my stages including the one's in "open" categories?.......It's on the EditOpportunity screen that I want the date to automatically populate when changing the stage. [/quote] Shaun, You can do this by creating ...

[quote user="jessicagoodwin"] How do I import an Excel list into my campaign list builder?  [/quote] Hi Jessica, you can import the excel list through the import/export tool under Customize > Integration tools [quote user="jessicagoodwin"] Also, how do I add another field to filter by when making an email ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark, After running some tests on this it's not possible to attach a document to an email from the activity screen.  From my testing the only way you're able to ...