Method Community

Using Customer Jobs in QuickBooks it is a nice way to track multiple jobs for one customer.  QuickBooks also provides various reports to help analyze the statistics and profitability of a particular job.  We notice that if we use Customer Jobs in QB, for instance a planting job for Customer Smith and a paving job for Customer ...

  @jnairn We do not recommend that you keep Credit Cards information in Method. Yes we make all possible measures available for you (https - secure website access, encryption and etc) but it will be ultimately your responsibly if you do decide to keep this type of information in your Method account. There are a variety of options for ...

One of the Show Message Action options is "Provide Yes/No option to user?  'Ok' assigns True.  'Cancel' assigns False.".  When the message window appears, the two buttons are 'Ok' and 'Cancel'. Would it be difficult for the Method team to add the ability to change the captions of those two ...

Thanks, Ted. Is this something that you can do? If so, what is your charge?  

To change the stock timing on either the Activity Calendar or your Field Service Calendar follow these steps: Click Customize > Screens Find your Calendar (CRM_ActivityCalendar or FieldService_Calendar) and click copy On step 1 select copy from This Account click next On step 2 rename your screen and click next On step 3 select Replace ...

@jnairn [quote user="jnairn"]I discovered how to create an action, but it's still not clear to me. I've gotten to the point where when you enter the credit card information into the field, it encrypts is as a bunch of characters.[/quote] Yes the action that you described is by design and function that way. Please find the ...

Smohyee, You could use a SQL override here - I hadn't thought of this earlier but it is possible to override what's shown in a grid with this feature. ~C

[quote user="smohyee"]Can I modify the display format of grid values?[/quote] Not at this time, you would have to recreate the field in the table to adjust the decimal places.  See this post. ~C

[quote user="chrisg"]Let me know if you think there is anything in the mean time.[/quote] If you're having any problems with your custom page or report, best bet is to copy the original page again and start from a working page.  Make your changes slowly and make a copy of your page often so you can revert back if something ...

Yes, it is a custom estimate, I made the template by copying the method standard estimate and altered the file on your custome template software. The only things that were altered from the original was the logo and small layouts on the first and second headers. I will make sure the descriptions are showing in the fields shortly. Let me know if ...