Method Community

Can a word doc be imported to the template designer and then edited it? Or do I have to type all pages manually. Thanks

Does the employee date of birth syncs from QB? If it does , in what table will it be? What is the best way to cuztomize a screen to be reminded of employees birthdays coming up

Hi Marcelo, Ive just tried doing the same thing on my end, and it appears this isnt working as intended. Nothing you are doing wrong! I've forwarded this info to the Development team with our Findings, and I'll reply to this thread once we have a resolution. Thanks Marcelo -Ben

Is there a field in the EstimateLine table that will show me tha amount of the item plus the mark up ? Example Item cost $10 mark up $5 "amount" and "total amount" will show $15. That is correct if I have only one unit, but if I have 5 of those items both will show $75 I want a field that will show me how much is one unit ...

The following updates are now live for users of Method. Fixes Fixed an issue in Quickbooks Online that was causing sync to abort when an invoice was added to the same payment more than once (PL-8529) Fixed an issue that was causing the Google Calendar sync and Gmail Gadget to malfunction due to invalid tokens ...

Hi dknoben, I'm sorry to hear that you're running into this issue. Any custom fields that you add should be editable by default. You should not need to add the field to a screen in order for it to be editable. In the case of a dropdown field, you will need to select a value that already exists in the table that the field is based on. ...

I wanted to update this issue, as I belive I figured out what was going on, but I am now also running into a second related issue.  I think the reson it would not let me update the field was that the shirt size field did not have permissons to be edited.   How do I make a custom field editable?  It seems like I was able to ...

Hi there,  I put 'Estimate.SalesTaxPercent100' and 'Estimate.SalesTaxTotal' on my current estimate template and they show correct tax percentage and tax amount on the preview page of the report designer. However, when I create the estimate with this template, the 'Estimate.SalesTaxTotal' shows ...

I have a new dropdown field called ShirtSize in the contacts table that links to a new table called ShirtSize.  The ShirtSize field links to the ShirtSize table RecordID.  I want to update a users shirt size by passing the record id of a shirtsize, but it says that "The field ShirtSize does not support ...

THIS ISSUE IS OCCURRING AGAIN. Only this time it's for a 'Class' on a sales order. If I select a class value on a sales order and save, then clear out the the selected value for class and save again. Method automatically puts back the previous value rather than saving an empty value. Happens on stock screen, as well.