Method Community

Hi Birch, You should be able to choose the RefNumber as a linked field. Are you not able to? After you add the RefNumber you should be able to add it as a column to your grid. -Michael

Hi Mark - Thanks for the response. I created the new linked field and the Invoice RecordID now displays next to each line item, but I am having trouble creating another column in my grid that displays the RefNumber from the Invoice Table. For example, the Invoice RecordID 22674 is unique to Invoice RefNumber I029354, but I cannot get I029354 to ...

I am still unable to get Outlook Calendar to sync with Method.  I have uninstalled the old version and re-installed the new.  It worked for a short time, even though I had the old add-in icons as well as the new icons.  Then when opening Outlook, I received an add in error message.  I lost the new icons and was left with the ...

Hi Jessica, What you would need to do is use the Amount column to store your 'amount after discount' and just use another column to store the amount before discount. This way the subtotal will calculate correctly and be linked to the correct QuickBooks field. -Michael 

I am a newbie, and I have no idea what is going on in that SQL Server db, but what about moving the SQL Server data to Method, then creating your reports using Method Report Writer? Just another idea to chew on!

Hi Donna Are you hoping to find an out of the box solution?  What really sets Method apart is that it's highly customizable.  So, even if the feature doesn't exist in a standard Method edition it's likely that it could be customized to solve your particular issue.

I added a discount rate then an amount after discount column into the estimate line grid and it flows through correctly, but the subtotal below is still pulling from the total amount column instead of the amount after discount and it doesn't seem to want to allow me to switch that over.  Is this something that can be ...

Not exactly the answer I wanted to hear, but it does save me a lot of time trying to figure this out.  Thanks for the reply!!

Hi Donna, Method should be able to meet these needs (We don't have GPS capabilities but have mapping options using Google Maps). Here is a link to our webinars LINK. -Michael

 Hi! We are looking at ServiceSideKick and Nimble, so far.  Research is time consuming and slow! Here are the basic things I have now and would require in any new system: Able to schedule multiple trucks/techs Email through the CRM Organizational chart capability Calendar alerts Print calendar schedules ...