Method Community

I am unable to drag and drop new fields & objects onto a screen that I am trying to customize.  Could I be maxed out on space?

Hi Gary- If you use the Estimate(Custom) template to print estimates this functionality is built into it. [quote user="GaryK"]The Group is set in QB to no print items.  Does that mean that Method does not follow what that setting is in QB?[/quote] Method does follow this setting based on the item that is selected but this is set ...

mlepitt- I tested it and it seems to be working fine.  Edit the QuickBooks_Invoice screen and take a look at the action in the Print Selected Event for the Print... button in the Existing Invoices section. It uses what I suggested to make a list of RecordID to generate a report. You can use that same concept and generate a list of ...

The deleted records that I am seeing are definitely Work Orders.

 Has there been a fix for this yet?  We need to create estimates using groups and do not want to print the group items in most cases-maybe all.  But....we do want the total cost of the group to show on the estimate to the right of the Group item description.  At this point it shows a zero cost but the cost does show up in the ...

First I have confirmed the shared result is valid as I am using the same value to pull other data from the main Purchase Order record (after assigning it an action result).  Second, I am unable to do as you suggested as the action I made with the start of the loop is not available in the drop down for the Character function.  I think ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD & QBO) Small one for today but we’ve got more coming! ...

smohyee- What is the 'Due On' set for these activities? If the 'Due On' date is either today or earlier then today and the status is not cancelled or complete it should show up in this list if thats not the case, can you enable MethodSupport(Customize  > Users) and email me your account name and I will take a ...

I just took a look at the action list for that "active activities" filter, and apparently "active" means every activity that is not marked as cancelled or completed. So I may be experiencing a bug, because I've had activities created via the outlook addon, via the edit case screen, and via the new activity screen, and even ...

In the Activities lists that show up while working in the Case or Activities tabs, you can filter your list with four preset filters. The default filter when you open the activities list is "My active activities on or before today" As funny as that name is, I have been unable to figure out how to get any activity to show under this ...