Method Community

Thanks for the confirmation Chad. That sounds doable.

I'm not an Alocet employee, but as a fellow user I can give you some pointers:    The Tables screen in the Customize tab shows you a list of tables, and if you edit those tables you can view/add fields. However, you cannot add or edit records for the table from that screen.  (This applies to you because you ...

Some followup info: 1) If I enter an Item Receipt in Method, I can go into QB and Enter Bill for Received Items, and it will successfully list the PO as one that has been received against, but not billed.  2) I notice than on the Item Receipt screen in Method, the records from the ItemReceiptLineItem table have a field called Billable ...

We are switching over from Zoho CRM which I have completely customized. I am having trouble figuring out how to work with the tables and fields in the customization. I have been trying to find a webinar or something that will give me help on this, but the only webinar I found was unable to be played on my Mac. I will try to explain what Im trying ...

So I have a suspicion that the Item Receipt screen and the Enter Bill screen in Method do not work with each other in quite the same way as in Quickbooks. Tell me if I'm right: My goal is to be able to create an Item Receipt by selecting against a PO. Then, after that PO has been marked fully recieved, I want to be able to separately enter a ...

[quote user="Selwyn van Rooyen"] I have this same comment...  Would be great to default to the email's date & time rather than current time.  Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming. [/quote] Selwyn - You can set a default activity type for the activity your ...

I have this same comment...  Would be great to default to the email's date & time rather than current time.  Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming.

[quote user="MikeB"]I'd like to export in landscape form, and shrunk to fit the columns (or the entire report) onto one page.[/quote] You'll have to open this report in the Method Report Designer to edit the page layout.  If you've never looked at the report designer we have a few webinars on the topic to get you more ...

[quote user="r.dickey"]Is that correct?[/quote] That's correct but you can certainly adjust our stock screens through customization to cover separate company-level data.  You would have to customize a few screens and build an address lookup table but you can definitely add separate company-level data. ~C

 Sorry, I should clarify: the action attached to the export button is "Generate Report".