Method Community

Hi there, Sounds like you want to create a different looking version of the same screen to correspond with each of your machine types. Definitely possible and can be done several ways. When the user selects a machine from the dropdown have the screen show up as a pop up screen. It might be possible to re-use the same screen but just show or hide ...

Hi Matt and Michael, I’m able to duplicate this and have an idea why it could be happening. Give me some time to look into this. Thanks guys.  

We are evaluating this product and we would like to know if anyone is willing to talk to us about their experience. If you are a home improvement company that would be great but we would like to talk to companies out there that are using the product. If you are willing, let me know. Thanks! 

So I am new to the customization part of method and my boss and I have spent a long time trying to figure out how to make a table come up once selecting an item from a drop down. We have created a drop down of a list with the machines we service, what we want to happen is by selecting one of them from the list below will bring up a ...

Hi Matt and Val, I can see the issue Matt describes on newly created hourly and hourly not to exceed budgets, they both show as fully invoiced right after creation.  I notice the Ordered Quantity on the resulting sales order is zero, NOT the number of hours entered into Budgeted Qty on the Add/Edit Budget Details screen.  Also, looking ...

For version 2.1.40 of Method Outlook Plug-in, here are the updates: New, sleek Method icons. New, quick and painless auto-updatable installation. Updated ribbon interface for Outlook 2010 Resolved an issue with saving synchronization settings for multiple accounts. Fully compatible with upcoming CRM update * * Attention: Older versions ...

For version 2.1.40 of Method Outlook Plug-in, here are the updates: New, sleek Method icons. New, quick and painless auto-updatable installation. Updated ribbon interface for Outlook 2010 Resolved an issue with saving synchronization settings for multiple accounts. Fully compatible with upcoming CRM update * * Attention: Older versions ...

That's what I was looking for, thanks to each of you! Regards, Michael 

Hi Michael, From the original Sales Order screen, click on the ‘More actions...’ and then choose ‘Customize templates’. This will set the value in the ‘PreferencesMethod’ table. Thanks Matt!

Hi Michael, There a couple of place you can get to the screen to set the defaults such as Customer Center> Invoices screen. Click More Actions and select Customize Print Templates You can follow the same steps on the Customer Center> Estimates screen Hope that helps!