Method Community

Sam, I just ran some tests that might help. I CANNOT create a Description Only line in Method without an Item. I CAN create a Description Only line in QB and it synch's to Method perfectly fine.  It will ALSO print on MY Invoice report.  All of my screens and reports are customized, so this doesn't inform what the Method ...

Sam - I'm coming in late here, but to me I think what you want is totally possible. I tried on my side to create a sales order, on a standard sales order screen, with 2 lines, one that had an item and description and one that only had a description.  This worked for me. I tried on my side to print preview this using the standard sales ...

luvboy - Sorry for the delay. All dropdowns have their values stored in a separate lookup table. So you need to insert values into that lookup table first before inserting the record into your main table. Paul

Sam, That all makes a lot of sense, now I understand.  I'm really curious to see how folks solve problems of customization in Method.  I've always had great support on the forum from the Method support folks, but I hate to post a question or issue for every customization question and I'm hoping to give what help I can to ...

@mrjonboy - I feel what you are planning *should* work fine in theory.  We've never tried it ourselves, so that's why I say "theory"! Lead status does exist for employees, the same way it does for customers and vendors.  Also, the web forms were made to handle generic scenarios like this, rather than be limited to ...

right, so i know how to create opportunity stages and have done so. why isn't my filter working. i followed your instructions: When you go back to your copy of the CRM_OpportunitiesList screen, in Step 3 of 9: Filters, make sure that for the filter for the field name OpportunityStageCategory, you select the filter ...

Do we believe that this request is doable?    Thank you,

James, While our staff likes to use description-only line items for generic notes, I agree that there are better ways that can be handled, ie text boxes and predefined fields. And yes, I've given up the attempt to work around the issue with a separate table for description only items: I couldn't get it to work, and even if I could I would ...

Hi taurusgardening, QXpress Online and Method are two separate applications and companies.  Any questions related to QXpress Online should be handled through Marathon at 1-888-797-7377 or going here - http://www.qxpress.com/discuss/index. Ronen

I'm getting a few bugs in the Calendar, Add/Edit work order screen where previously entered repeat recurrences (eg for projects runnign over several days) are not showing up when attempting to edit the series, Grid is missing , with the code 'grd1227118336' showing where the grid should be. Also the allocation of resource (team name) ...