Method Community

   Budget / Contract - Create Invoice Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”.    

Hi there, One of the next areas we’ll be phasing into the enhanced CRM is more reports. There are some reports there (i.e. under Leads>>>Lead Reports) and there are more being planned in different areas. You'll need to customize to get the solution you're asking for but I would suggest using the SalesRep field rather ...

Useful to anyone who is customizing Method report fonts. When designing, the report designer components are installed on your local computer, so when the report preview gets generated it is using the local system’s fonts. In production, however, the report designer components are running on the Method servers. This means that the fonts on ...

Hi Shawn, If I understand correctly, you created tab-links and modified the roles that can access them. The part that confuses me is when you mention the portal. Are the vendors logging in as Method Users (licensed user) or are they logging in as a portal users (non-licensed visitors)? Method users are assigned to roles, in other words, the ...

Hi Ian, The filter safeguards were built into the action from our end as a way to provide users with readily available features. You won’t be able to change this built in feature to accommodate your desired number of 3. What you can do...you can achieve the same kind of safeguard by building the logic yourself. I imagine you could change ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. To address this question, have you tried to create a bill b selecting an PO with Method? You can do this by following the steps below: In Method go to Vendors>>>Bills Hint: ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. Now, to answer your question, I did some simple testing and everything seems to work on my end. QuickBooks only tests: Entered a bill in QB Paid the bill in QB Verified that it was ...

Michael, Fran and John, I’ve identified the offender...it was one bad action out of the list. This has been addressed on my end and will be in the next Pro Service update. I’ll be sure to post back letting you know when that’s out. 

Hi there, Thank you for the post. We are already aware of this issue and are currently looking into it. In the meantime, you can reorder the action list by adjusting the action #. We’ll keep you posted.