Method Community

 

Search

Page 1665 of 2512 (25113 items) « First ... < Previous 1663 1664 1665 1666 1667 Next > ... Last »
  • Creating a new portal

    Before getting too in over my head, I&#39;m looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user, but may need to enter time and/or expenses. If I include the QuickBooks_Time Tracking Screen, I see it looks at the Entity table, so a filter could be created, and ...
    Posted to Method:Classic General Q&A (Forum) by AutumnW on 04-23-2012
  • Re: Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

    Garrett - Welcome to our forum From your post, I have interpret the following situation : You are trying to create multiple work orders and want to perform this task all from the invoice screen. You are entering several Service Date items on the invoice screen and want those service dates to become work orders and allocate them in the Method ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 04-23-2012
  • Re: Entering a table into a screen

    Hi Sherrie, There&#39;s a few different ways to do this. Some involve more customization and others can utilize what is already there. Here are just a few options: If you want the work orders to be printed on one page, you will either have to create a new report template or modify one of the existing ones. It would probably make most sense to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 04-23-2012
  • Re: Entering a table into a screen

    Hi Valbon, I was able to do this, BUT I also need to be able to enter a word in the &quot;date acquired&quot; screen if the equipment is pre-existing. I&#39;ve tried every setting possible, but I&#39;m only able to enter numbers into that field.&nbsp;How can I change that? My next project is setting up a way to run a Work Order History for a ...
    Posted to Method:Classic General Q&A (Forum) by Sherrie on 04-23-2012
  • Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

    Hi there, Researching to simplify from using multiple work orders in Field Services.&nbsp; Is it possible to tie Invoice &#39;Service Date&#39; actions to create events on a Field Services calendar (like a Work Order &#39;Date Start&#39; does)? Thanks, Garrett
    Posted to Method:Classic General Q&A (Forum) by bcr_garrett on 04-20-2012
  • Re: Empty ItemLine

    &nbsp; @warren_nickus Currently in Method, the invoice screen requires each ItemLine to contain a value in quantity and rate fields. This is by design Within QB, when an invoice line item contains no values (null), we convert the null quantities and rates to 1 and 0 respectively. We have determined it would be a big job on our side if we are to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 04-20-2012
  • Re: Traditional PDF Invoice Email

    @warren_nickus It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for &lsquo;Attachment Location&rsquo;. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) the result can be used in the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 04-20-2012
  • Re: Generating & Emailing an Invoice Through the API

    &nbsp;Warren_nickus, The information you are looking for is available in the Method&nbsp;CRM help center, located at &nbsp;http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&amp;article=Overview&amp;id=73 In particular, Information about creating method shortulrs is located at ...
    Posted to Method:API Q&A (Forum) by Method_David on 04-20-2012
  • Traditional PDF Invoice Email

    &nbsp;How can we set up a button that sends an email to the customer with an Invoice PDF file? Thank you! Nick
    Posted to Method:Classic General Q&A (Forum) by warren_nickus on 04-20-2012
  • Re: Closing a transition popup screen automatically

    @smohyee &nbsp;Yes, there is an action called &#39;Close Pop up Screen&#39;. You might want to add this action near the end of the action set (in the pop up screen) just before moving to the next tab link. This will ensure the pop up closes before leaving the screen.
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 04-20-2012
Page 1665 of 2512 (25113 items) « First ... < Previous 1663 1664 1665 1666 1667 Next > ... Last »