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  • Assign Multiple Users to One Work Order

    Is there anything in the works for a way to assign multiple users to one work order?&nbsp; Our company has grown and my work around for not being able to assign multiple users to one work order has become very labor intesive with much too much room for error.&nbsp;&nbsp; I love Method, but this is becoming a bigger issue for me.&nbsp; ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 09-13-2016
  • Re: Quote Reports are generating Cost Price, not Sale Price

    I mean... in the Report Designer, what is the appropriate field to change to in order to get the Sale Price? It&#39;s currently on&nbsp;dataSet1 - Estimate.EstimateLine.Estimate.Rate which &quot;rate&quot; appears to be the Cost Price. Thanks again!
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 09-13-2016
  • Quote Reports are generating Cost Price, not Sale Price

    Hi there,&nbsp; When I print out a quote from our Method Account, it provides us the Cost Price (before markup) under the Unit Price, rather than the Sale Price (after the markup has been done). How do I change this field in Report Designer?&nbsp; Let me know if you need me to send you a picture of what my issue ...
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 09-13-2016
  • Re: System is down

    Hi there John, At the time you mentioned (8.55pm PST)&nbsp;- Our reporting server went offline briefly. Our Monitoring tools Alerted us of this outage, and the Reporting Server was restarted shortly after. At this time, you should not be experiencing any problems - But if you are, let me know and I&#39;ll have someone reach out to assist ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 09-13-2016
  • System is down

    Greetings At 8:55pm &nbsp;PST the following happens in classic. &nbsp; 1. I can log in 2. Tabs show. and thats it 3. I turned the computer off, then turned it back on using chome still nothing. 4. logged into method using my tablet on the verizon network, same as above.&nbsp; 5. logged into method using desktop using E, same as above. 6. ...
    Posted to Method:Classic General Q&A (Forum) by John M on 09-12-2016
  • Method Updates - Thursday September 15, 2016

    The following updates are now live for users of Method. Features Implement UI for Authorization Code management (PL-6156) Fixes No&nbsp;longer send start/end times to QBO for time activities due to QBO time zone bug&nbsp;(PL-6994, PL-6860) Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643) Fixed rounding ...
    Posted to Release Notes (Weblog) by Method_Audisho on 09-12-2016
  • Re: Incorrect Unit Price on Quotes

    Greetings, I dont work for Method but I thought I would help! Have you done a full sync and looked to see if there were conflicts?&nbsp; John M
    Posted to Method:Classic General Q&A (Forum) by John M on 09-12-2016
  • Incorrect Unit Price on Quotes

    Hi there,&nbsp; This might just be a syncing issue, but&nbsp;when I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can go back to Method to look the quote up and it&#39;s still correct. So it appears to be ...
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 09-09-2016
  • Re: Working with QuickBooks Groups

    I found a solution buried on another thread. It had to do with Method&nbsp;Report Designer. The solution is copied below... With regards to hiding the group items on a report, you&#39;ll need to modify the Estimate report. You can use the existing Estimate report and edit the DetailReport section. Add a Filter String, so that ...
    Posted to Method:Classic General Q&A (Forum) by Seth Thompson on 09-08-2016
  • Re: Messages in Comments

    Hi&nbsp;Micahk, The Outlook plugin is something we are looking to revisit and invest some development resources in in the near future. Not just small function tweaks, but an entire overhaul. I agree that this would be a worthwhile addition to the next version of our OutLook plugin, and will make sure to pass this on to the team. If you have ...
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