Method Community

In some dropdown objects, ie, the Customer:Job dropdown on the Estimates screen, I am not understanding how the selections in Step 4 of 6 were made and I am unable to change some of them.  In the Customer:Job dropdown, the Select Table field is set to Customer and is diabled, I cannot edit it (though I don't really want to, ...

Hi, I'm trying to figure out what is causing the following error log, but can't pinpoint it: Expecting 'End Loop Through Grid'.  Action order: 16 Oh-oh. Your actions didn’t pass Method’s latest and greatest logic validation. If this screen worked earlier and has now stopped working, we recommend ...

Hi swm023,  I just wanted to let you know that we are looking into resolving those error messages internally and will provide you with an update once we have the issue resolved.  Ronen

Hi smohyee, I just wanted to add that ths checkmark is placed beside the label Assign Ref Numbers in Method? within the screen under the "Synchronize" tab link.  Ronen

Hi smohyee,  If you go to QuickBooks > Synchronize and put a checkmark in the checkbox for "Apply numbering to invoices, credit memos, sales orders, sales receipts, purchase orders and estimates created in Method. If this is unchecked, Method will wait for QuickBooks to assign numbers", that will ensure that you can place the ...

Hi swm023,  Are the error messages appearing in an original screen or a customized screen? The best way to find this out is by hovering your mouse pointer over the "New Document" tab link.  In regards to your question on uploading multiple documents at one time, currently you can upload one document at a time, but with the ...

I know it's an option because I've seen it before, but now that I need it I can't find it anywhere! I'm referring to the option that controls whether Quickbooks or Method will assign RefNumber values to new forms (eg Invoices, POs) that are being synched from Method to QB. By default QB numbers Invoices incrementally based on ...

From the Document tab, when I try to change the Folder field I get the following error message: Make sure the field(s) being displayed have not been deleted from the table. If they have please edit this dropdown and remove the fields. When I click on the ... I get another error. If I'm inside an opportunity, for example, uploading a ...

Document management has been a hidden gem in Method CRM since March 2010.  The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens.  But what happened if you wanted to attach a document only to a lead or customer?  Well....you could but it wasn’t easy ...

Hi John M, I was able to duplicate the issue and I am creating an internal ticket for our team to take a look at. Once I have additional information on this issue, I will provide an update to this post.  Ronen