Method Community

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? 

Nancy - great, thank you for getting back to me and letting me know. That's great news. I appreciate your patience. While we're in beta, I expected a few things like this, but this one was a bit more of a mystery than I would have liked! Paul

This question came in via phone... [quote]How can I print the Activity grid?[/quote]   Click Customize > Screens and find the screen CRM_ActivitiesList. Rollover this screen and click the Copy button. On Step 1, keep This Account selected and click Next. On Step 2, keep the screen name as is and click Next. On Step 3, select the ...

Hi Paul, Sorry about the delay, I was traveling for a couple days there.   Followed your guidance and yes, all seems to be working ok, thank you.   I'l let you know if further issues related to this surface but seems good to go. Thank you again for your help.   Nancy

Argh, I'm getting another conflict, this time for an item receipt:  QuickBooks returned an error when adding/modifying a accItemReceipt record. The error was: The "LinkToTxn" field has an invalid value "TxnID=8AADC-1338574687, TxnLineID=8AAE2-1338574687". .    I've gotten the same error for two ...