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  • Re: Automatically Merged Fields Not Showing

    does noone reply to these forums?
    Posted to Method General Q & A (Forum) by jacksonhomes on 01-15-2017
  • Drop-down with custom Table - ERROR

    I&#39;m trying to create a drop-down list based on a New Table of custom information. When I create that Drop-Down, the Field Type should be &quot;Dropdown&quot;, shouldnt it? The system is calling the Field Type by the Table name, which makes no sense to me. I made a Dropdown list under Preferences&gt;Tables/Fields&gt;New Field, ...
    Posted to Method General Q & A (Forum) by jacksonhomes on 01-15-2017
  • Tabels and Fields creating custom field types?!

    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 &quot;Dropdown&quot;, it ...
    Posted to Method General Q & A (Forum) by jacksonhomes on 01-14-2017
  • Table behavior

    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, &quot;Contacts&quot; so I can link contracts to existing Contacts, and went to select the &quot;Field&quot; called Name, and the only field ...
    Posted to Method:Classic General Q&A (Forum) by jacksonhomes on 01-14-2017
  • Update QB group quantities

    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&#39;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.
    Posted to Method:Classic General Q&A (Forum) by smwarren on 01-13-2017
  • Web To Lead Formula Question

    Hello Method! I have a question regarding the formula wizard in the&nbsp;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 &quot;Type A&quot; in the ...
    Posted to Method:Classic General Q&A (Forum) by jsautel on 01-13-2017
  • Automatically Merged Fields Not Showing

    Hi! I&#39;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&nbsp;their actual first name. How do I get it to work properly?
    Posted to Method General Q & A (Forum) by ProToolsUSA on 01-10-2017
  • Method Updates - January 5th, 2017

    The following updates are now live for users of Method. Features Added new action &ldquo;Go To Web Page&rdquo;, allowing app developers to direct users to a web page&nbsp;using actions (PL-3056) Bugs Fixed spacing issue within the icon on the Tables &amp; Fields page (PL-8686) Fixed issue causing the DataExtDef table ...
    Posted to Release Notes (Weblog) by Method_Jonathan on 01-03-2017
  • Printing issues on iPad

    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 &quot;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.&quot; I checked the settings in my iPad for Safari and turned off ...
    Posted to Method General Q & A (Forum) by Evan on 12-30-2016
  • Fail to show correct tax percentage on report.

    Hi there, The sales tax percentage consistently shows 0 on my report. But the tax total and total amount were calculated correctly.&nbsp; Any thoughts?
    Posted to Method:Classic General Q&A (Forum) by Vicky Du on 12-28-2016
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