Method Community

[quote user="AutumnW"]...is it possible to add the html code provided when setting up a web form, to a portal? Where/how would I do that?[/quote] Portals and web forms are separate areas, a portal lives on our site so it will have the tab style navigation and colour scheme you setup under Customize > Display.  Web forms live on ...

I am a long-time Crystal Reports user and am learning the Method Report Designer.   I am customizing the Estimate form and want to put a Ship To Address on the form.  I copied and modified the script for the Bill To Address, but I don't know how to declare the xrShiptoAddress variable for the new script.  It isn't declared ...

I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...

Hi AutumnW, [quote user="AutumnW"]I'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...[/quote] These people do not have to be Method users they just have to have a portal setup where they can register as Portal users. [quote ...

can someone tell me how to have my sales guys (who don't have access to Method QB) see our inventory quantities on hand before they place an order? thanks, Lynda

@MisterBill I want to inform you on our recent update that addresses your concern. You can find this new feature on the Estimate screen and the release notes are posted HERE on our blog. Please let me know if I can be of further assistance 

Thanks Ted.  We wanted to make sure - glad to have a definate answer. -Garrett    

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer.  When the customer clicks this ...

Before getting too in over my head, I'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 ...

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 ...