Method Community

Adam, I am getting copies of the emails sent to me, so I'm not questioning whether they are being sent out or not.  The problem is they are being sent to my customers spam folders.  For whatever reason when they are sent from Method to a first time customer/lead, more often than not, they end up in the customers spam/junk box. ...

I wanted to jump in on this post as I was searching the forums before I posted issues of our own.  I have been getting feedback from our customers that they are not getting our Estimates and Invoices as we email them out from within Method.  I'm sure this is happening more than I know as well, we send out a lot of estimates, purchase ...

Nelson.   I tried to create the action you highlighted above however I could not get "resultVendor" to populate in the 6th field from the top as you have it above.  When I click on that drop down box the field is blank and there are no options to select from.  I added the action regardless (its #27 action in ...

Nelson - Took me a few days before I was able to dig into this, but I tried following your instructions last night and was unable to get the terms to prefill when selecting a vendor on the PO screen.  Are you able to provide me with screen shots of exactly the actions you are creating and where you are creating them?  I had some ...

I took a gander at the invoice actions to prefill customer terms and tried to replicate that on the vendor side so that our vendors terms would prefill on the PO, however, it did not work. Can someone please help me walk through where i need to insert the action and what the action needs to entail in order for me to prefill vendor terms on POs? ...

Also for the field "Vendor Rating" that I am going to add in......since the value is going to be a %, what field type would i use?   Decimal and then change the formatting to show it in %?

Great instructions Jason!  Can you show me instructions for how to place the action into the select grid link?   I dont think I have ever seen the select grid link options before, not even sure where to go to find it. Also, the next step of my project is this...... I already have 2 fields called "RMA Count" and ...

Hello.  Is there any way to integrate UPS Quantum View into Method?   I have 2 goals that I would like to accomplish: 1) Take a data feed from UPS and using our Invoice number as the unique identifier, copy over the tracking number and delivery date fields from the UPS feed into a few custom fields within Method on the invoice ...

Great instructions as always Jason!  Thanks. I have another question about a potential field I woudl like to add.   I would like to add a field to the vendor table called "Total Orders" and I would like this field to automatically calculate the # of purchase orders that exist for that particular vendor and would ...

Great information, thanks Adam.  Follow up questions:  1) You say that i can view the report as an HTML page.  Do i have the option to export to Excel?  My goal of setting up this report is to pull information from Method into excel and then pull information from UPS (in a separate system) into excel and merge the files to show ...