Method Community

[quote user="KieranD"]In another application I was able to filter my contact list by open activities[/quote] On the Customers and Contact List screen there is a Filter By View option.  There is no default filter here for Customers with an activity because the Activity screen covers this information, however, you could add ...

Nick We have additional steps to help you manually install the sync engine using MSI vs Click Once. Please email me for the procedure. If these steps still does not help you resolve the issue, then you will have to debug the issue yourself

I am currently re-creating some of our paperwork in Report Designer while I see if anyone has a more efficient way to accomplish this task... We need to be able to print some of our documents with a few fields 'filled-in' - like a report - that others can initial, etc. My boss is wondering if there is a way in Method to scan and ...

  @smohyee ** I guess you beat me to posting an answer, here is another solution to the case If you found the Formatting Rule Editor then you are half way there I would recommend that you create the desired conditional rule in the Condition and Visible to be NO. Furthermore, do not forget to apply the Rule to the fields of Quantity ...

Edit: OK, I got it working! Here's my steps for future Methodists who find this post:  The goal here is to hide Qty, Rate and Amount values for line items that don't actually need them - Our Sales Orders will have lines containing notes or shipment information in the Line Item Description field, and having the Qty set to 1 and the ...

Nick I believe that the reason you are having issues, is due to permissions on non-admin users, and you might need to install the sync engine to each individual profile. Furthermore, I have confirmed that we do not provide any level of support for Terminal Server setup. If the install works fine on an administrator profile, with Full ...

I'm interested in attaching email receipt notices on emails that are sent from Method. We used to do it with Outlook, and knowing nothing about the technology I'm not sure whether this is something to be handled by Method or by our mail server. Any relevant info would be appreciated!

Ted, I just noticed your latest post, in particular this part: " As a workaround, if you are printing your invoices/sales order through Method then you can use conditional formatting on the template to hide certain field (like Quantity and Rate) when they are met. It would still show up with a QTY in QB but if printed from Method it ...

In another application I was able to filter my contact list by open activities, then print out a bar chart with active contacts Mobile, office & alternate phone numbers.   It  was a great way to use driving and waiting time while on the road.  The salesman would write their notes on the paper and update at the end of the ...

Hey Mark- Let me look into this and follow up with you. -Michael