Method Community

Hi guys, I'm showing my coworker some things in Method, and I've realized that I misunderstand something about linked fields. To show her how to create a relationship between tables, I added a dropdown field in the Invoice table that linked to the Vendor table. Then, I added a linked field via that dropdown for the Vendor Phone ...

[quote user="thesolarguys"]Any suggestions?[/quote] Yes!  Best practice is to not hardcode the email and use an email template located at Home > Email Templates.  You can review some of our templates there just make sure you make a duplicate of the email under the more actions button before saving any changes.  You can ...

How and where are you adding the html?  If you are using an input field that uses the wysiwyg editor you need to click the html link on the upper right and insert your raw html there. HTH 

I am having the same exact issue - I am not using a custom screen and I am accessing the Add/Edit Contact popup by opening my Lead, then going to Contacts and Add Contacts...

I send an appointment confromation to every customer I schedule and would like to insert html code in the body of the email. I get an error to conact method support when I put html code in the body section of the email function. I did find a limited work around by using the assign value to action result but it still won't let me put in ...

[quote user="crosewood"]the default template is not going to work for us.[/quote] You can modify the default template when on the Estimates page.  Under the More actions... button click Customize Print Templates and there's a link here to Customize Templates with the Report Designer...  This will ...

We're currently printing our Estimates out of QuickBooks. We'd like to make it possible for individual users to print estimates from within Method; however, the default template is not going to work for us. Is there a way to use the QuickBooks template in method, or do we totally have to redsign the method template? Or possibly automate ...

[quote user="John M"]My last issue i need a punch list.[/quote] I think a Grid with a checkbox would be something to look at for this.  You could build an action so that when one item is checked you open a section tab relevant to that item.  Click the box beside permits and your permit details tab opens.  Here's my ...

[quote user="John M"]right now, if you check the op out of invoices, method will not send a estimate by email.[/quote] I will suggest this to the team but I do have a work around if you customize the QuickBooks_Estimate, CRM_Contacts and Contacts table a little.   Add a field to the Contacts table ...

[quote user="viret56"]Does the field have to equal one of the values in the selection list?[/quote] This is an exact match selection list, so if your list contained the phrase "Method" and your field was "Method CRM" it would not find a match. ~C