Method Community

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!

Hi Michael, I’ve tested this several ways and you’re right but I don’t think this is any kind of glitch. I used the stock Activity screen to send an email via one of the templates to ‘methodsample@domain.com’. I then went to view the ‘Sent Mail’ from Gmail web access and saw only To ...

Val, Have you had any luck duplicating this issue? If not I'd be happy to let you remotely log in so I can show you what is going on. I have customers eargly awaiting their invoice from me... ok, maybe they don't mind if I don't invoice them, but I would kinda like to get paid

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