Method Community

I have a scanario where I need to enter an empty ItemLine to create some spacing on the Invoice/Sales Order. This works well on an Estimate - I just insert an EstimateLine with an empty ("") Description (with no Quantity and Rate) and it works fine. On a Sales Order / Invoice I have an issue - The Quantity populates automatically to ...

Already figured this out. Just created a Dataset of all current ItemLines and then issued APIDelete to delete all current records. Nick

Guys are you checking it out or I'm all alone here? :)

Hi Valbon, I'm already onto a new problem. Within Field Services, I would like "Equipment" to show up as a tab within the "Customer" Screen. How would I go about making that change?   Thanks again for your help.

 Hi Valbon, I was able to remove the Conditional Warning from the save button. I wasn't aware that was even an option. Thank You! I believe that may be it for this project, but  I still have numerous other tasks that I'm sure I will need help with. I am working with Climate Control Corp to set up their ...

@ericpierson - welcome to our forums! I believe this is possible but would require some customization. See my response in the thread above. I have not personally tried to customize this area of Method but that's how I would start to approach it.

@simsimsalabim I entered a fake customer in my sample account with the same address details you provided. Sure enough I received the same message which was a fast and easy way to replicate this. Then, I took the same address (address portion only excluding the name) and pasted into Google Maps, the response I got was "Did you ...

Dave, I'm checking Method CRM - it does show the correct amount of $442.20 - The problem is in the intergration between Method and Quickbooks. Nick

Dave, Its not working. I'm getting the same result. The same thing is happening in an Estimate Object. If I insert an EstimateLine with a rate of "442.20", QuickBooks shows it as "442.199999". Any ideas? Nick    

Mark – Welcome to our forums 1. What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate. The easiest way to set up a reminder to call back a customer is an option with our Activity Screen called Schedule a Follow-up. Once the option ...