Method Community

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.

The following updates are now live for users of Method. Features Introduced a new wizard to help users through the successful setup and connection of the Method Sync. (PL-4811) Ability to test Email Server settings under Preferences -> Email. (PL-3479) Cheers Derek

I am working on a filter for a activity grid. I have work order with the "Enhancement" tag. If I create a filter that contains Enhancement the filter works fine, but if I want to exclude the work orders with the Enhancement tag it does not work. Why? To exclude them I created a filter that it does not contain Enhancement, but it shows ...

Beautiful. Thank you!

Hi Lance, You certainly can change the the ordering! On any app on the dashboard, click on the Three dots in the top right hand corner, and then click on the Arrow Icon; This enters you into 'Move Mode' you will be free to drag and drop App Tiles, and reorder them on the Dashboard in any way you wish. When you are done - simple ...

In Method New, can we change the order of the screens on the dashboard? I can't seem to find where that is done. Thanks!

Hi Bonnie, Hmm thats a strange one. When you merge a Customer in QuickBooks, the Assigned activities should merge together with the customer in Method. Perhaps you can shoot me an email at success@method.me with some more detail - perhaps some examples of merged customers with missing activities - and Ill jump in and take a ...

Hi all, We have a new Method user who has been challenged by the search function. When she can't find a customer or lead, she enters it again. Either that or she creates a new record in Quickbooks rather than looking for the existing record in Method. We're getting quite proficient at merging customers in Quickbooks, which is fine, but ...