Method Community

ok so i just bought the ipad 2 killer JUST for doing presentations and quotes in the field using method.  just to be clear i'm speaking of the asus optimus prime running Icecream sandwhich android 4.0  and i was completely embarrased tonight when method was basically useless i'd go to type in a box and it would create another box ...

Mobile version seems to offer much much less than reg Method. Can it be tweaked to show the calendar, for instance?  Is an app for ipad2 coming?  I'd like it to be more robust than what I am seeing in the mobile version so far.   

Shane, There's already a field for that in the Customer Table and I think in the Invoice Table since I think I even remember having this on my old QB Invoice report.  Not sure if Method's default Invoice screen has this, but you should just be able to add the field to the screen without adding any fields to tables.  I think the ...

Yeah, I think around 1,000 tended to bust.  I think 500 ran okay.  Curious what you find out.

Smoyee, I'm curious what you're trying to accomplish.  Are you still having your other 3rd Party software add the Description only line to QB and you just want to print the line when printing the report from Method?  Or, do you need to enter a Description only line in Method as well, and print it? I wouldn't suggest ...

Hi Katie G,  The steps that I have given you earlier will delete the stage and I don't want you to get rid of that status. I just wanted to give you an update that I will be looking into this request internally and will update the forum post with my updated information.  Ronen

Hi emiller, These e-mail templates are designed to be emailed out to clients through activities within Method. One example can be seen in the New Activity screen under the New Activity tab link.  The Send an Email checkbox opens up the Send an Email section for that activity which you can e-mail to the customer/lead. At this time, we ...

Hi Katie G, The following steps will help you get rid of the Closed Won stage: Go to Opportunities>New Opportunity. Click on the ... beside the Stage dropdown. Click on the Select link for the existing opportunity stages. Click on the More actions... button and select Delete Opportunity Stage. I hope that this helps. Ronen

I've created a new screen for adding/editing Ship-To addresses (this is mimicking a feature that exists in Quickbooks but not Vanilla Method)   The fields are address fields, similar to ShipToAddressLine1, ShipToAddressLine2, etc that you would find in the Sales Order screen. The physical field box takes up the entire row in a two ...

Hi smohyee, I have some questions to ask you: What field type are you adding to the table? What is the size of that field? Ronen