Method Community

"June" version now available The following updates are now available on the staging site.  You can access the June version by clicking "Switch to the June version" when you sign into Method. Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...

I need to create a custome field for text in the Activity window  the requiers a respons from the Assigned To person. This field will contain text of under 50 characters.     

scott, I had a similar misconception about Outlook and Method. Right now I have Method set up to use its own templates and attach its generated reports, and to send within Method. I have this email BCC to myself so I can view it in Outlook later. But what I would really love is to be able to click a "send email" button in Method, and ...

[quote user="JKM@SA"]How do I set a default for a drop down field?[/quote] When in the screen designer, click Edit on the drop down.  On step 1 of 6, set the default value for a drop down then click next 3 times to get to step 4 of 6 where you should set the default value again.  Once you've made those changes the page ...

How do I set a default for a drop down field?  i.e. when the screen loads I want the drop down field to default to the same selection each time, similar to how Invoice Type in Work Orders always defaults to To be invoiced.

[quote user="MikeB"]Do I also need to press the "Add Table" button so all the tables are populated in the window below?[/quote] You'll need to click the checkbox for, "This user is allowed to connect to the Method API", then select the "--All tables required for Outlook Integration--", then ...

[quote user="John M"]Found the issue[/quote] I'm glad this is resolved now and sorry for the earlier confusion. ~C

Found the issue quickbooks 2012>Vendor Center> Vendor tab> (choose your vendor in this case JohnMDrawing)> Edit Vendor> Account Info tab> Categorzing and Defaults and the dropdown list called type.     Ok. the JohnMDrawing was the only vendor that had type dropdown list filled in.  So i made it blank. Went to ...

[quote user="Skye"]We have a series of recurring issues regarding specific line items.[/quote] Are you getting an error message?  If so what's the message?  and what steps are you taking to trigger that message? [quote user="Skye"]...we have to open up the invoice - and re-enter the information...[/quote] Are ...

[quote user="John M"]Maybe i am doing this transaction wrong?[/quote] Can you pay this bill inside QuickBooks?  If you can pay others but not this one then I want to know what QuickBooks does when you try to pay this.  Please post back your results. ~C