Method Community

Matt, I'll look into this and get back to you.  

Hey Matt, Sorry I wanted to correct my last post, I was looking at another screen. For what you are doing you would want to use "Within Date Range". I am looking into what the advantages are and will post it on here once I finish.

 Hey Matt, I would use "Between" for now, I am getting some more details on this topic and will post more information when I get it.

Hi Cindy, Can you try dragging the fields you have in the Group Header section into the Detail section? Usually labels are added to the Group Header section to denote the name of the fields in the Detail section. Try this out and let me know if it helps. Also I'm not sure where the 'Filter String Editor' you are referring to is ...

 Hello Gita, For your 1st point, are you trying to only update the existing record? So for instance, if you update Dalal to Dalal 35 then only the name should be replaced but everything stays the same? If so, then you would want to check your actions to ensure you only have Save or Save all sections on that button. For your 2nd point, is ...

Hey, I just wanted to make another comment on my last post. The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates. The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before ...

Laura, If I may add in one final suggestion.  Take advantage of using the MSP forum available exclusively for MSP's.  There are certain perks, details of which were outlined in the webinar I conducted a couple of weeks ago.   

Hey Laura, If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen. If you don't have a screen with those values, you will need to create one. To do this go to the screens tab section and create a new screen based off the table your dropdown is pointed ...

Hey Laura, If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen. If you don't have a screen with those values, you will need to create one. To do this go to the screens tab section and create a new screen based off the table your dropdown is ...

 Hello, If I understand you correctly, you would like to be able to type in the Bill To/ Ship To addresses on Estimates. Provided you are using the default Estimate screen, you should be able to do so. Did you customize the Estimate screen? If you did, then can you please try using the original Estimate screen to see if you can add/ ...