Method Community

 Does anyone know if I can "choose" where to create a new line item on the estimate screen.  After creating an estimate with many items, we sometimes need to add something that is best placed in line with like items instead of just at the bottom of the estimate.  Also - Shipping and handling is usually the last item for us ...

Hi khorner,  The Activity.ContactsName, Activity.ContactsPhone, Activity.Contacts, and Activity.ContactPhoneNumber, are related to fields that are added directly on the work order screen itself.  The Activity.Contacts field is used when you add a Contacts dropdown field onto the new work order which is related to a linked field in ...

I have posted time worked on a budget/contract in PS.  However, the time sheets are not flowing into QB?  Most of the contracts are based on a fixed rate.  However, for job costing purposes, we'd like to assign the time spent on each budget or contract. What changes do I need to make to ensure the billable and non billable time ...

My method calendar is not syncing with my outlook calendar.  Any suggestions?   Thanks,   Jemel Smith info@bottomlinetaxservices.com   (770) 459-1051 fax. (888) 851-1052 http://www.bottomlinetaxservices.com   blog. http://www.bottomlinetaxservices.com/Blog/ twitter. ...

Hi HYEDID,  The reason that in the activity tab you see the names of different customers for each specific activity is because an activity is specific to one customer or a lead.  A campaign thought is not specific to one customer or lead, but to a big group of potential customers or leads. That is the reason that in the existing ...

Hi John M,  Is this issue still happening on your account?  Ronen

Ronen, Setting QTY to 1 is not enough to get description-only line items to display in the Report... what you say in your second paragraph is more accurate: an actual item needs to be entered. This is a problem for us as we use third party software that writes in the description line only (that is, no item is entered) in our invoices. Neither ...

I've got a client getting the same error message "The action: Show Message must be followed by Stop Process....".  I've logged into the account (Feb version) and noticed that the BillPayment screen has not been updated since 2009.  This is also true in my demo account for this screen.  However, in ...

Hi Dave, We have tried to duplicate this issue on our own accounts and on our own standard non-customized screens and could not duplicate it but we could see the issue on your account on your screen. After looking further, this is a customized screen and it is displaying date from a field names "FakeShippingAddress". In this case, in ...

Hi matlow99, Usually if this message comes up on the screen it will happen when it first loads.  You mentioned this happens when you select a link within the portal services screen.  Does that mean a pop-up window appears when you click on either the "Select" or "Go To" link?  If so, make sure that you also ...