Method Community

Greetings from Las Vegas! Is there a screen in Method to set the default templates used for sales orders, invoices and estimates?  In other words, how do we set the value in the table.field "PreferencesMethod.DefaultTemplateInvoice" and similar fields for other doc types? Thanks! Michael 

Hi Michael, Emails were sent from stock Activity screen.  The problem is not the From name, it's the To name.  I believe the value is being set correctly in Method because the email actually gets sent.  But in the Gmail application, the To name displayed is only the yourname part of yourname@domain.com email address, not the ...

Hi Michael, What screen are you sending emails from in Method? What you probably need to do is set a value for Email From Name:  on the Send Email action that is used on that screen. -Michael

I am also using Google Apps/Gmail for email hosting and Method SMTP, and while I am the only user right now, I'm glad the multiple user issue has been resolved. When looking at the sent emails from within the Gmail platform, in the To: field it displays the yourname part of yourname@domain.com.  I would like to see either the full name ...

Hi Birch, One idea is to create a hidden field on the screen and upon clicking a button build a list of RecordIDs from the selected invoices and place it in that hidden field. On the second grid have it filter by value from screen and filter it by the contents of the hidden field. -Michael

Hi - I have a screen with 2 grids, one contains information from the Invoice table and the second pulls from the InvoiceLine table. They both contain the 'RefNumber' field from the Invoice table. What I want to do is create a button that has actions that filter the grids to only display the invoices that are checked off in the Invoice ...

Thank you, that worked great!!!

Hi Jessica, Go to Customize > Screens and at the very buttom of the list of screens you should see a Copy / Import Screen button, this button will allow you to make copies of customized screens. -Michael

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -MIchael

I have already customized my estimate screen, and would like to be able to use that on both the computer, but also use it in "optimize for mobile device" but when I do that, it takes it away from letting me use it on the computer.  Is there a way to copy an already cutomized screen to leave on as the computer settings and one is ...