Method Community

Can anyone tell me out to change the default New Activity status line from Completed to Not Started?  Under the App settings the three dots, it is set up to have the default be "Not Started."  Yet when ever I push "New Activity" either in a contact field, or from the Activity Apps itself, it sets up always with the ...

Not sure what and how this happened but I can seem to figure out what to do to resolve it, see below.....let me know. Thanks! QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The given object ID "26DC0-1471627589" in the field "LinkToTxn TxnID" is invalid. . The Request was: <?xml ...

Greetings, I have not thought this though in detail but what if you went to Customize>Users=Team1 not being able to sign in, When asked for a email put their emails in seperated by a comma.  Instead of Team1 put their first names instead? This way you still have their sign in name but also they would be able to see what is going on ...

Hi Maureen, The 'AssignedTo' field can unfortunately only contain a single Value per transaction - it has a 1:1 relation to a corresponding record in the Users Table. That being said, perhaps utilizing Teams can solve your problem?  To Create a Team - From the Dashboard, go to Settings > Team members. Choose ...

Is there anything in the works for a way to assign multiple users to one work order?  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.   I love Method, but this is becoming a bigger issue for me.  ...

I mean... in the Report Designer, what is the appropriate field to change to in order to get the Sale Price? It's currently on dataSet1 - Estimate.EstimateLine.Estimate.Rate which "rate" appears to be the Cost Price. Thanks again!

Hi there,  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?  Let me know if you need me to send you a picture of what my issue ...

Hi there John, At the time you mentioned (8.55pm PST) - 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'll have someone reach out to assist ...

Greetings At 8:55pm  PST the following happens in classic.   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.  5. logged into method using desktop using E, same as above. 6. ...

The following updates are now live for users of Method. Features Implement UI for Authorization Code management (PL-6156) Fixes No longer send start/end times to QBO for time activities due to QBO time zone bug (PL-6994, PL-6860) Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643) Fixed rounding ...