Method Community

 Hello Kevin, Glad to see you are attempting customization. It is possible to filter customers by State. To do this you have 2 options; either customize the Customer List screen and add the state field to the Customer grid, then type in the name of the state you would like to filter by, or you can customize the advance search screen. To ...

 Hi Cindy, The report designer allows you to pull information matching a certain criteria and view it in multiple formats. You cannot use the report designer to input data into Method, such as entering activities or creating new contacts; you can only pull information from Method. In your case, it seems as though you would like to ...

 Hey Chris, Welcome to Method! Although it is possible to add Assembly Items in Method, this will cause problems when Method tries to sync with Quickbooks. Our official answer is if you want to take advantage of our MRP calculator, you will need to update your Quickbooks to a version that supports Assembly Items. If you attempt any ...

 Hey Chris, Sorry I wanted to correct my last post. When filling out an invoice, you are able to select the location to ship from, this is not the same as a bin. If you do not select a location, Method will automatically pull the invoice items from the default location. On the default screens, you are not able to select what bin you ...

 Hi Ian, I confirmed that it is not possible to check /uncheck the checkbox on the PDF report. Can you tell me why you want to be able to check/ uncheck that box? Are you hoping that the value from that box would go back to Method? If you outline the goal you are trying to achieve we might be able to come up with another alternative.

 Hey Cindy, It sounds like you need to add a filter to your activity grid. If you go into the grid wizard, on step 3 you are able to assign filters to the grid. Check that out and you should be able to get what you are looking for. The same will need to be done on your customer list screen. Check out this webinar, it talks about grids and ...

 Hey Chris, We have looked into the problem with the bin's screen and everything looks to be working correctly now, please test it out and let us know if you are still unable to use this screen. As for lot numbers, they are tracked by bin. When you fill out an invoice, you select what bin you would like to ship from. This is how you ...

Hello Ian, I tried adding a checkbox from the 'Standard Controls' to the report and it isn't interactive on the PDF report. I'll look into it some more to see if it’s at all possible, but my hunch is that it is there so, if you were to print out the report and then would like to check the box with a pen you can. It could ...

 Hello, That’s great news, thanks for letting me know.

 La Crews, Just want to confirm if you are referring to recurring work order / activity? How to add the series, when are they updated, the difference between a one time work order/ activity vs. a recurring work order/ activity. Please feel free to add more details so we don't cover something else by mistake. We appreciate your feedback.