Method Community

Andy- One last detail- If you want a $ use {0:$#.00###} -Michael

Andy- You can use a format string like the following {0:#.00###} This will show at least 2 decimal but up to 5 if needed. -Michael

Hi Michael, Yes, inside of the Show Message action I put "Credit Memo Saved. 1 Email Sent!", but the message never showed. Perhaps the issue is that I literally copied the actions from the Invoice's Save & Email button. Maybe I should have just started from stratch. Can you point me in the direction where I can find out how to ...

We have a few items where it is necessary for us to invoice the Unit price down to fractions of a penny. So for example, $0.0243 per gram and $0.01856 per gram. This works fine within Method since we can go as many decimal places as we need in that field, but when we print the invoice in report designer, it rounds to $0.02 for both scenarios. ...

LAppeal- Did you put a message in your Show Message action? If you didn't, nothing will show. Since it looks like it never reached the Send Email action, it means that maybe the filters in your loop is to strict or never being met. The Send Email is a pretty basic action, and based on what you are saying this issue lies outside this action ...

Hi Michael, I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:  Advanced Actions: Looping and Conditional Statements  Actions including: loop through table, send email, conditional statements Although it states that it goes over how to ...

Good afternoon all, We have a questions regarding estimates and invoices in Method. Is it possible to "insert" a line item? Sometimes when we are trying to create an estimate for a client they will ask for an additional product or service, and we need to add it in to a revised estimate. As it stands right now, we have to move everything ...

Thank you very much!!!!

 Shelley- If an object is disabled it is still viewable just not editable. -Michael

Hi EricK3MS,      You can add additional statuses through the New Activity screen, a work order is just a type of Activity so statuses added here will also apply to work orders.   1. Go To Activities > New Activity 2. Click  ... beside the “Status” dropdown 3. Use the ...