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  • Method for Property Management

    Is anyone out there already using Method for&nbsp;Property Management?&nbsp; I see it&#39;s on a&nbsp;list of future apps to come, and if anyone out there has done this already I&#39;d hate to recreate the wheel.&nbsp; I&#39;m looking to automate lease renewals, allow&nbsp;tenants to pay&nbsp;rent online through customer portals, &nbsp;attach ...
    Posted to Method:Classic General Q&A (Forum) by s.white on 05-10-2012
  • Re: Estimates Screens

    &nbsp;I&#39;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 &quot;on screen&quot; company However, the transactions table doesn&#39;t have Full Name as a column in its table, so there&#39;s an Action in the stock CRM ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-10-2012
  • Vendor bills and Work Orders

    Is there a way to link a vendor bill to the job costing in a work order so that it doens&#39;t have to be manually entered again?
    Posted to Method:Classic General Q&A (Forum) by JKM@SA on 05-10-2012
  • Re: Inactive Items in Estimates

    Yes, we are using a stock Method Estimate screen. &nbsp;Inactive items are showing up. &nbsp;Would appreciate if you look into it.
    Posted to Method:Classic General Q&A (Forum) by JKM@SA on 05-10-2012
  • cannot re-insert Items

    When I delete an existing Item (by mistake?) then attempt to insert a new one with the same information, I get an error message: &nbsp; 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. &nbsp; How do I enable entry of this item? &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Susanna on 05-09-2012
  • Re: Estimates Screens

    [quote user=&quot;MikeB&quot;]We have a series of custom screens, and our &quot;Edit Customer&quot; 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. &nbsp;Your stock Method screen ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Unexpected error Message

    Additional info to help in debugging:&nbsp;&nbsp; Hitting the refresh button (which resets the screen active record ID)&nbsp; casues the screen to populate and things appeared&nbsp; 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 ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 05-09-2012
  • Re: Customers & Leads search

    [quote user=&quot;JKM@SA&quot;]Is there a way to search Customers &amp; 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. &nbsp;On the Leads page or the Customers page there&#39;s a search button near the top right. &nbsp;From the search ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Inactive Items in Estimates

    I just want to follow up on my post. &nbsp;By default, estimate items should only be showing Active items. &nbsp;If you&#39;re looking at a stock Method screen and it&#39;s showing inactive items, I can ask the dev team to look into it. &nbsp;Please confirm. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Email opened notifications for Method external emails?

    Thanks for the clarification Ted!
    Posted to Method:Classic General Q&A (Forum) by smohyee on 05-09-2012
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