Method Community

Is anyone out there already using Method for Property Management?  I see it's on a list of future apps to come, and if anyone out there has done this already I'd hate to recreate the wheel.  I'm looking to automate lease renewals, allow tenants to pay rent online through customer portals,  attach ...

 I'll try to give some specifics: My customized customer Edit Customer screen uses the Customer Full Name as a page filter, so that all the sub-sections show only results for the "on screen" company However, the transactions table doesn't have Full Name as a column in its table, so there's an Action in the stock CRM ...

Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?

Yes, we are using a stock Method Estimate screen.  Inactive items are showing up.  Would appreciate if you look into it.

When I delete an existing Item (by mistake?) then attempt to insert a new one with the same information, I get an error message:   This item could not be sent to Quickbooks. The Name is already in use. Please edit the name so that it is unique and save again.   How do I enable entry of this item?  

[quote user="MikeB"]We have a series of custom screens, and our "Edit Customer" screen shows transactions only, and not Estimates.[/quote] On the stock Method screen for editing a customer under the transactions tab, this list includes all transactions including Sales Order, Estimate and Invoice.  Your stock Method screen ...

Additional info to help in debugging:   Hitting the refresh button (which resets the screen active record ID)  casues the screen to populate and things appeared  to work correctly. Therefore, I inserted a Refresh as the first line of the ONScreenLoad, and then when selecting a customer in the contacts list, the Edit Customer ...

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] I have to correct my first post but I wanted to let you know that yes, you can search both Leads and Customers at the same time.  On the Leads page or the Customers page there's a search button near the top right.  From the search ...

I just want to follow up on my post.  By default, estimate items should only be showing Active items.  If you're looking at a stock Method screen and it's showing inactive items, I can ask the dev team to look into it.  Please confirm. ~C

Thanks for the clarification Ted!