Method Community

Just getting started reviewing Method, watched a few webinars. I like several others run a landscape program and have used and or reviewed other programs like   Desco ESM and QXpress.   Is there a way to set up some basic packages then assign them to clients or do you copy similar clients.   ...

That creates a redirect to the intuit site correct?  It is what it is.   Thank you

Hi John, For this one its possible that your connection to the server was lost for a second, resulting in the spinning icon not going away and saving the job name.  Were you able to re-create this again? I could not re-create it on my end this time. - Adam

Hi John, I was also able to re-create this message on my end here.  I'll put in a ticket for this as well. - Adam

Hi Todd We have not added a button.  However,  we do generate and send all invoices from within method.  On the bottom of each invoice we've included a clickable link to our IPN portal.

Hi John, I was able to recreate this on screen as well.  I've submitted a ticket and will update the thread when it is fixed. - Adam

After a quick search I found some nice info about collecting CC payments but not the IPN.   I like that method too because it is less costly. Has anyone embedded the available button on the payment page?  It would be kind of a hassle for the client but it is one option and I wonder if anyone has tried it.

Hi We developed a gannt chart for a project a year or so ago.  This was done using the report designer and then presented within a screen design.  The report designer has a design wizard that makes it easy to use.  Although, prior report design experience is very helpful. As far as selling a screen: In our experience ...

Hi, Currently, there isn't anywhere that custom screens are posted to share or buy.  This isn't a new idea to Method, but the issue with such a place a comes down to the maintenance of the screens.  Eventually, we’d end up with a large list of screens, some good and some broken, and it would be hard to separate the two. ...

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 ...