Method Community

We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts.  If you turn Reminders on in your account, Method will send you an email 15 minutes before your activity is due, along with a link that takes you straight into ...

Hello, I'm trying to create a report based off of the SalesReceiptLine table that will also include data from the Customer table, such as e-mail address. However, even though I have the linked field "Customer" added to the SalesReceiptLine table, I still can't create this report when using the Customer table as the master ...

Hi Brett, Try {0:C2} as the format string. This is a specfic formatting for currency. -Michael

Hi Shirley, [quote user="Shirley Makrecky"]Not sure what I am missing, however, when I set one of these reports up and run it - it breaks due to the Employee filter.[/quote] I see something odd here, and will need to test it a bit further. I will post back here once I have additonal information. -Michael

hi, While you wouldn't be able to use your payment gateway directly with Method screens, you will be able to do the following:   Use Method API to get data from Method into your application In your application, communicate with Payment Gateway API providing it received data in step 1. Update Method with new data ...

Hi Tal, This is now fixed.  -Michael

Hello, How can I create a format to show the commas for numbers greater than 100? For example, I want $1000.00 to look like $1,000.00. I tried to create a format $0,000.00 but it shows it as $0,100.00, etc. and I don't want the leading zero. And I need the $ symbol in front. Thanks!

This is a tip that I shared while leading a training session at Scaling New Heights and I thought I'd also share it here to the entire community. Since Method allows HTML on screen labels and captions,  here's a quick way to get the html code.  Simply go to a screen that has an html editor enabled field like the activities ...

Hi JKSM@SA, Mark is right the only additonal thing that is worth noting is that this would only be tracked for customers added directly in Method, anyone added in QuickBooks would not have a correct value for the "Created Date" -Michael

Hi JKM@SA Natively this field doesn't exist.  However, its a simple matter of adding a new date/time field to the customer table, adding your new field to the customer list screen, and setting the field to default to the current date/time. Hope this helps