Method Community

@MikeB - I see you mentioned "contact level" and it got me thinking maybe all this confusion is around what you identify as a parent level/child and we classify as a entity (lead, customer, vendor) / contact. In your Method account, if you go to Customers > Customers and Contacts List and edit any customer. Then from the edit customer ...

I tested something this morning: I found one customer that had the new rep at the "Account Name" parent level, but the old rep at the "Main Account" contact level. I changed the rep, went to the QB tab and pressed the "Sync" changes only button. The time changed, reflecting a sync, and I went back to the account and ...

How come my Customers reflect a balance of zero even though they have numurous jobs assigned to them that have a balance that has not been paid. In Quickbooks, the customers that have jobs with balances reflect an overall balance of all jobs in the Customer. Shouldnt this be the same in Method? How can I correct this to show each customers overall ...

I am trying to create a form for our sales reps to enter data from a sales call into.  I am having problems creating a dropdown entry form to simplify this for the reps.   They need to select the supplier and based on that selection give them a dropdown list of items by that supplier to choose from. a. is that possible b. do I need ...

[quote user="MikeB"]I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them.[/quote] Hi MikeB, I've exhausted anything I can think of with regards to why your sales reps are reverting back.  I know of no SDK limitation or anything inside stock Method screens which would revert ...

[quote user="viret56"]Would the Method team consider implemented this kind of functionality on their EstimateLine and SalesOrderLine grids?[/quote] I will put the suggestion to the team here.  I can't say when or if this feature will be added but I'll update this thread if anything changes. ~C

Yes Chad, I have tested this on my system and I do indeed have a discount calculated based on the subtotal line. Thanks, ~V

[quote user="viret56"]Is there any way you could get the Discount line Item to work on the Subtotal line item also?[/quote] It does now... Even though the subtotal line has the total in the rate column, it works as it should when a discount line is applied.   Is this what you're looking for? ~C

[quote user="dottie"]I tried various scenarios but nothing worked.[/quote] Have a look at my screenshot here to see how I've done this: These are my actions on the job of customer dropdown and I'll explain each action below.  You'll need to do the customization on your own but this should help you get there. For ...

Chad, I was causing my own problem.  The users of the system wanted to insert line in the middle of the list, as QuickBooks allows.  Since Method only allows adding lines to the end of the list, I tried adding a sort column to the grid (n both the Estimate and Sales Order screens).  This works well enough for ordering the line ...