Method Community

  @AutumnW [quote user="AutumnW"]My real question is: How do the amounts from Estimates & Opportunities relate to each other, if at all? [/quote] Currently, there is no relationship between the amounts within the Opportunity and an Estimate of the same customer. [quote user="AutumnW"]Ideally, after I ...

Got it. Thx for the help

[quote user="Blake C"]The field I want my cursor to advance to is within my Grid.[/quote] In that case then you can't do it with the current action set - you can enter a value into a field on a grid but you can't change the focus of the cursor to a field in a grid. ~C

[quote user="andrea"]I have also tried to perform a full-sync and without fail during the checking invoices stage[/quote] Andrea, please email me directly at c.ridgway@methodintegration.com and I can help you work through this. ~C

Hi, A couple questions about Document Management vs. SmartVault. 1 - How much space is available when you use SmartVault.  I know that Method Doc Mgmt was just increased to 500 MB per user license.  Also -- when the maximum space available is used for all licensed users, does it slow things down in the Documents tab? 2 - If we are ...

@JKM@SA - To add to what Ted already mentioned, I think you need to take into consideration how many documents you are expecting to upload in the log run.  If your document uploads will be low and you don't care about seeing these documents in QuickBooks (if you're using the desktop version) then sticking with the native document ...

[quote user="mrjonboy"]Would you like me to put the Method generated form back up? [/quote] Yes please.  We would like to the see the unedited HTML code we genereated on your server.  It shouldn't have any special formatting so we can eliminate that as a possible cause for the issue.  Please email the link ...

@JKM You can add butons to print the other 2 reports. You can copy the actions from the default Print button and then modify the actions to print the desired report. If the actions are exactly the same then you can use the Call Another Action Set function where it is needed. 

@JKM If space is a factor to move to the Smart Vault storage, then having documents in two places might not be the best choice. Using Smart Vault has the benefit that you can share / access the stored documents with other applications other than Method.   

Hello, We used to be able to select "Meeting" as an activity type in the New/Edit activity form, but now it's gone. Is this a Method update thing?