Method Community

Hi Blake- I am going to recommend taking a look at the SimpleInvoice report as an example. The SimpleInvoice template consists of a Master table(Invoice) and a details table(InvoiceLine). If you click on the Detail1 bar so that it is selected and look at the Group and Sort properties found at the bottom of the page you will see that by default ...

Sam- This is a good suggestion. I will make sure to pass it along, though I don't know when or if it will be implemented.  -Michael

This is a two part question. The first has to do with populating a single drop down filter using table data. The second has to do with creating multiple drop down filters for a single grid. The difficulty I've run into is how to populate options for a drop down filter based on data stored in the table under a given field. For example: ...

 I receive a sync error on almost everything I create in Method.  Here is one example of following sync errors, this is from creating a new estimate under field service center: QuickBooks returned an error when adding/modifying a accEstimate record. The error was: There was an error adding, modifying or deleting 320C0-1325268489 because ...

Fair enough. Though I'm sad that the feature is a long way off, I can understand why. As always, thanks for the prompt and honest responses.

I have a couple of questions: I am the administrator of a small team and I need to view all active workorders for the group.  When I want to see all of the workorders in the work order screen or in the calendar they do not seem to be showing up. Is there anyway to assign a workorder to more than one person.  In most cases the ...

Hi John, I am glad that it is now working for you.  Ronen

Hi John, I am glad to hear that it is now working for you.  Ronen

Yes, that helps.  I was able to successfuly remove a column. I have 2 custom fields that I've created and added to my EditLeads page.  I'd like have both of those fields as a column on the LeadList (among others) page.  However, they are not showing up as an option to add as a new column. What do I need to do so I can add ...

Navitha - this has been emailed to you. Please mark the excel as clearly as possible and include small screen shots from Method if needed. A few examples should be sufficient.