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Hey Everyone,
Mlongacre, is on the right track. Check out the webinar below for details on how to use grids.
http://www.methodintegration.com/resources/webinars/CommunityWebinar14IntroductiontoMethodObjectsLevel1.wmv
What you're asking for can be done. Copy a screen (such as the invoice screen) that currently allow you to do this ...
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Hi Elizabeth,
We looked into this and it appears as though it is a Microsoft Outlook issue. Please try out this possible solution, let us know if it works for you - http://www.dwheeler.com/essays/microsoft-outlook-tnef.html
If that doesn't work then we'll have to do some further digging.
Keep me posted.
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Hey Bill,
Just a quick addition, if you are currently not using the "Ship To" portion of the address section, you can manually fill this in with the Job Location information.
If you are using those fields already, then you would need to customize the screen with new fields.
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Hey Bill,
It sounds like you want to add a few more fields to display the address of the job site. To do this add some fields to the Estimates Table and then customize your Estimates Screen to include those new fields.
You should check out our webinar on Tables & Fields for more help.
Let us know how it goes!
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Hi Bob,
By default Method performs a changes only sync every 20 minutes or whenever something is updated in QB/ Method or when QB opens. To confirm whether your engine is performing a full sync or a changes only sync you can go to Customize > Audit Trail and under the Action column do a filter by 'syn' you'll then see either ...
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Hey Bob,
I just wanted to add in the steps on how to disconnect and shut down the Method Sync Engine.
1, Right click on the Method Icon in your task bar and select "Display"
2, When the Method Sync Engine pops up, click "Disconnect"
3, Click File > Shut Down
After following these steps, Method will be closed.
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Hey Bob,
We are aware that this can happen, it has to do with the syncing of Method and QB. If Method is in the middle of a sync, it will not stop on its own so you can close QB. This makes sense because the file is in use and QB is setup to not shut down until all plug-ins are finished sending data. You can manually stop Method and close ...
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The following response came in via e-mail:
Thanks so much, I have noticed that it does speed up a little as you go along. I imagine I will have more questions as we go along. I really appreciate it.
Thanks for all your help,
Reed
Reed, thanks for the update.
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Hey Mike,
So I had our guys look into this and we have a bunch of questions for you, this will help us find out whats going on.
1, What steps did you take to cause this problem.
2, What are your software versions of:
Outlook, Windows, Skype, Skype Outlook Add-in.
When we tried installing skype we had no problems.
3, Have you posted on ...
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Hi Reed,
Just want to add to my comments; screens used more often are quicker to load after their initial load, so don't worry too much if it takes a bit longer when you first log on to Method for the day. Once a screen is opened it stays loaded, so keep Method open and don't sign out frequently. This combined with IE8 or FireFox ...
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