Method Community

Hi Jason Watkins,  Some of our old webinars were recorded using the GoToMeeting Codec which does not work with Macs. All new webinars for the last year and a half are all using a format that works across the board. Which webinar are you trying to view? Ronen

Hi khorner,  The following are my responses to your questions: [quote user="khorner"]2) I created a new report "maitenance ticket" and am having some trouble with some of the fields. I have in the report Activity.Name, Activity.phonenumber, and Activity.mobilephone that show no information, even though there is ...

Is there a way to set the display of money field values to 2 decimal places without having to resort to using  "Basic Math Calculation" actions on each screen field?

Ronen, That is great news!  Thank you so much, this is a huge help in getting my team working solely in Method and out of Quickbooks. Thanks again! -Matt

Hi Matt,  I just wanted to update you with the great news that the Payment Method dropdown list was updated to now only show active payment methods.  Please review the Method CRM Updates - February 8 - February 15, 2012 here for more information on that update and our other great new updates we have made to Method.  I hope ...

 I have answered my own questions with a little more investigating and experimenting.  I can add dynamic updating of grid fields by adding actions to the fields.  The grid refresh updates the column totals.  Saving the estimate updates the estimate totals.  I can call the save button action set from a number of places to ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO) New - ...

 I see that the Subtotal, Tax Item, and Total properly update after the estimate is saved (but not after the grid is updated).  I found the actions in the save button that perform the save and update of fields.  I suppose I could call the save button action set if I want the grid update to also save all sections and update the ...

Hi khorner, I just wanted to give you an update that I am currently in the process of responding to each of your individual question and will have a response shortly. Ronen  

 During customization of screens, occasionally I get a dialog box asking me to sign back in to accomplish a task.  After I enter user and password in the dialog box, sometimes the task is performed, other times I am told I need to sign off and sign back on. I get the impression this is happening because of changes I am making to the ...