Method Community

C and Matt, Ok here is what i dont understand.  If Method is not saving future work orders, why is it when i change the estimated man hours in the series midway though the contract, the new changes does not reflect the future work orders.   I would assume that becasue Method is putting future work orders and the items together when it ...

Can I hide the filter by view but still allow the customer to do their own filtering/searching of the record? I am creating a portal that would allow certain customer to view our inventory but I only want them to be also to view inventory item but not tax item, etc and quanity on hand that is greater than 0. How can I crate a filter like that and ...

Just a quick follow up for you on this one - go to the Employees tab under the QuickBooks tab group.  Is your employee listed here?  If no please email me their full name as it appears in QuickBooks - we can have a look on our end to see if it's in our system.  There could be corruption in QuickBooks on this record ...

[quote user="Wavetec"]Anyway, for the past month or so and with increasing frequency, I'm getting time out errors such as...[/quote] One recent update was to display a message for any processes over 15 seconds, this message is actually a good thing and is letting you know the process is still running healthy.  In the past a ...

Thanks Dave, I just updated our code to the revised response and everything is working fine.

We have customized a couple of screens so that we can use a custom built table. In our customized contact screen, we have added a grid that is associated with the custom table and, when the correct tab is loaded, the grid fills in with the information from the table, as I would expect it to. However, in our customized Edit_Lead screen, we have a ...

[quote user="pdirect"]How can we troubleshoot this?[/quote] It sounds like you might need to link the employee name to the username in Method.  In your Method account, click Customize > Users then click Edit beside the user you need to fix.  Near the bottom of this popup is an option to Link to  Employee / Vendor / ...

John, I need to correct myself here - Matt is correct above. ~C

Hi Matt and LaCrews, Thank you for bringing this to our attention. The following 2 updates have been made to MethodAPICreateMethodAccountV3: 1. Naming a new company account has been fixed so it follows the same rules as everywhere else in method. i.e. A company account must contain only letters and numbers (no underscores, spaces, ...

[quote user="John M"]I take it that the ActivityJob Item table only lists item that it has been completed?[/quote] Not from my testing, the ActivityJobItems table holds all work orders, past present and future - completed or not.  I quickly made a grid from this table and it totaled my Est Man Hrs column by default.  Was there ...