Method Community

Michael, I am already at 50%. Any other ideas?   Screen Optimization Optimize for mobile device.   Section layout Show In Sections  Show In Tabs   Tab starts at Section 1  Tab starts at Section 2  Tab starts at Section 3  Tab starts at ...

Would it be an option to hide certain transactions of 2011 once 2012 hits? In particular, invoices and SO's.  But we'd like to not have visibility on all the invoices and transactions that are getting to back up in Method.  Obviously, they'll stay in QB, so it'd be a matter of not pushing them over.  Is this an ...

Hi debwiddi, Can you be a bit more specific on what you are trying to do?  -Michael

I'm was a minute to late.  [:'(] Thanks for helping out Matt. -Michael

Hi Shelley, When you edit the screen if you click on Advanced located next to the screen name at the top left you can change the size of the existing customers section by changing Left Side Section Show As. Also why not try the New Method CRM? -Michael  

Shelly, When editing the screen, Click the advanced button in the upper left hand corner. In the middle of the window, there is a dropdown that says "Show left side as" where you can set the % of the screen the lefthand grid should take up. Increasing that should solve the problem.

How can I process statements on accounts for our customers? 

James, If it hasn't been said enough already **thank you** for being so detailed with these sorts of issues.  It certainly helps us to get you the answers and solutions you need faster.  We try our best to avoid these shorts of issues but it's difficult to test every situation.  

Whoo Hoo! I'm not alone.  We can work around this until there is a fix.  I think if I make sure to view the image on the part record before I make the save, the attachment will persist so I have a way to make changes to parts (which isn't very frequent.)  I am very confident that once a behaviour can be repeated it will be ...

James- I have been able to duplicate this issue on my account. I will update my previous internal ticket in regards to this issue. Thanks again for the extra details. -Michael