Method Community

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

Greetings Method CRM Pro>Customer>Contracts>update contacts screen right now, if you check the op out of invoices, method will not send a estimate by email.  How about one more check mark  for opting out of estimates? Having three choices some people will get the estimate but dont want the invoice becasue it goes to a ...

Checking the logs, it looks like you may have deleted your "Location" field at some point in the BuildAssemblies table.  We've put it back. You should be all good now. In terms of selecting updating screens, there's no way - it's updated by the app, not the screen. Paul

I got the following message when I click on the save button. Error during the save section action. Additional Information Action Sequence Order:1 This happened in the screen: Build Assemblies. 2 questions, 1 how do I fix this problem? 2. This screen is a hold over from Method Remote Entry Edition. We are now using now using CRM Pro for QBD. ...

 Does the field have to equal one of the values in the selection list?  Or may the field simple contain one of the values in the selection list?

[quote user="viret56"]Can a grid field be filtered on containing one of several values (using a selection list or some other technique)?[/quote] Definitely!  On step 3 of 9 while editing a Grid, insert a filter and you'll get the option to filter by: Build selection list.  You can either type the list in directly or ...

Can a grid field be filtered on containing one of several values (using a selection list or some other technique)?