Method Community

I'm tring to set different permisstion for "staff" and "manager". For example, Staff can only read the bill but no right to edit. So I tried to change the button roles on the "save" and "delete" button, but I still can see and use these buttons on the staff account.

The Save and Email button on the standard Pro Services Invoice screen does not work.  The email notification shows at the top of the screen and indicates 0 emails sent.  I go straight to Customer Center-Invoice, select the invoice and Save and Email and it emails fine.

Steven, The Method Team usually attend the following conferences annually: http://www.scalingnewheights.com/ http://www.sleeterconference.com/ *Note that these conferences are not for end users. It looks like you are a QXO user so you may want to conact them in regards to a QXO users conference. -Michael    

JamesQ, I am glad to hear that it works now but it should have some sort of Save button. If this issue still persits can you send me some screenshots of the screen. -Michael

Will there be a user conference this year? If so, where will it be and what are the dates? 

This is interesting. It is working fine now.  First, I do not have a save button (standard screen, not custom).  Second, the invoice did not save when I entered the customer, but I re-entered the customer name it saved fine.   Thanks

Hi JamesQ, Is this a custom screen or the standard screen? If its a standard screen there should be a Save button at the bottom but it should save as soon as you pick a customer (There are actions on the customer drop down). If you are creating a custom screen then you will need to use the Save All Sections action to save the the Invoice as a ...

I am creating an invoice.  I try to add a line item.  I get a message:   Please save the screen before adding any line items.   I am lost on this.

Tracy- Method only supports the Enter key. When customizing a screen under the screens Advanced settings there is an option to have Method call a button when Enter is pressed for example Save or Search.  -Michael

Is there a way to add a keyboard shortcut to a Method screen?  I would like "Control+S" to perform a save function.