Method Community

Hey Ronen, Thanks for your detailed answers. For me it was much easier to start from scratch as the report I wanted to create was very different (as far as the look and feel) than the WorkOrder report. I was incorrect when I gave you the field names that I had in the report. I had the ones you listed and still no contact information shows up and ...

Rather than a SalesRep initial, I want to use a new field called PreferredName I added for each Rep (via Employee). I want to see this in a column on the Customer Contacts grid (I'm customizing it). I couldn't modify how the SalesRep dropdown was linked to Customer, so I had to first remove it (from the edit customer screen, and then from ...

James / Method Team,   I've just completed an action set for the "Sales Order to Invoice" Conversion Screen that counts up the qty's invoiced on previously made related invoices, and enters that value in the "Invoiced" field for the sales order line item. I didn't mess with the "IsFullyInvoiced" ...

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 - ...