Method Community

We are in the construction field. I have created a new Table called Contracted, in order to keep track of our customers contracts with us. I went to create a Dropdown list based on a new table. I watched the Webinar on this and followed the instructions. When I created the new Field, instead of the Field type being "Dropdown", it ...

I watched a couple of the customization webinars and created a new custom table for my construction data called Contracts. The first field I want to add to this table is based on an existing table, "Contacts" so I can link contracts to existing Contacts, and went to select the "Field" called Name, and the only field ...

We enter a lot of our products as QuickBook groups and then show each item in the group on the invoice. When the salesperson changes the quantity of the group, it doesn't update the quantity of each part. Is there a way to do this? Also, keep in mind that there are sometimes several groups on an invoice.

Hello Method! I have a question regarding the formula wizard in the Web Forms Wizard in step 8 of 9. We are using the Classic Version of Method. Our web lead form enters leads from our website. However, if the lead is a certain type, I want it to go to a certain sales rep. Example one: If the lead chooses "Type A" in the ...

Hi! I'm trying to customize the Estimate email template, but the automatically merged fields are not showing. If I enter Contact.FirstName in the template, then Contact.FirstName shows up in the e-mail instead of their actual first name. How do I get it to work properly?

The following updates are now live for users of Method. Features Added new action “Go To Web Page”, allowing app developers to direct users to a web page using actions (PL-3056) Bugs Fixed spacing issue within the icon on the Tables & Fields page (PL-8686) Fixed issue causing the DataExtDef table ...

Hello, I was working in Method today on my iPad and I set up a customer estimate. However when I went to print the estimate, it said "Method failed ot open a pop-up in your web browser. To avoid this message in the future, please enable pop-ups on your web browser." I checked the settings in my iPad for Safari and turned off ...

Hi there, The sales tax percentage consistently shows 0 on my report. But the tax total and total amount were calculated correctly.  Any thoughts?

You really only have listed a single reason: Your team thinks it would be too expensive. Maybe so. Another reason may be that Method is an app that runs in symbiosis with QuickBooks. QB is literally the only tool I use that does not have a full-featured equivalent version for the Mac platform. Maybe that creates an assumption for developers that ...

Hi Baytonemus, The Report Designer is Windows-only for a few reasons. Firstly, to develop a version of RD for Mac would require an enitrely new program built from the ground up, which would require Significant development resource investment - its not quite as simple as flicking a switch. This being said - certainly not ruling out future ...