Method Community

 Hi Richard, Sure you can build a portal for your vendors to log in and view the status of the jobs they referred. Just remember when you are creating your portal that it has to be based off of 1 tab so whichever screens you want them to view make sure you put them into that tab. You can view the webinar on Portals where I cover how to ...

 Hey Jacob, As you noticed, the default template for estimates does not support "Manufacturer's Part Number". You would need to add this field to the table, then customize the screen to add the field. If you need help doing this, check out the webinar "Tables and Field", you can find that here. Once you add the ...

 Hey Bill, It sounds like you want to add a few more fields to display the address of the job site. To do this add some fields to the Estimates Table and then customize your Estimates Screen to include those new fields. You should check out our webinar on Tables & Fields for more help. Let us know how it goes!

 Yes, I watched the webinar. I understand how to assign roles, add permissions, etc. But the webinar does not answer the question I asked above, which is, is there someplace where I can see a listing of the screens and actions that the "Manager" role, for example, provides permissions to.

 Hey Lee,  Sorry for the delay I wanted to do some testing on my end so I had up to date answers for you.  We do not have anything written to help out with merged fields at the moment. I will look into getting a webinar created that will include this topic. You are on the right track, you do need to add an action to replace the ...

Jason, Thank you for the 2 ways to view QB detail on Method.  I still can't get quite what I need, so I have a few more questions: 1.  What is the Webinar url or YouTube link for the webinar that gives more information about how to view QB Transaction Details in Method? 2.  Is there a way to view the transaction details ...

Michael, I think I get what you're saying. I just need some explicit instructions on using the existing U/M table to create a new drop down field in the Item table (I'm still a relatively new user). Or if there's a specific section in a webinar that covers something like this, that would work, too. Thanks, Andy

Rebecca, I just looked at the webinar again and you should start seeing video at about the 3 minutes mark. It looks like it was just user error when this webinar was recorded. -Michael

Am I wasting my time? I've found some posts about report designer only working on pc.  I have a mac . . . is there any way for me to custom design reports?

Hi Jason Watkins,  Some of our old webinars were recorded using the GoToMeeting Codec which does not work with Macs. All new webinars for the last year and a half are all using a format that works across the board. Which webinar are you trying to view? Ronen