Method Community

Hi There Joe, Theres a few things that may not be set up correctly here, Would you be compfortable with me jumping in your account to take a peek? If you can let me know Your Account Name - Name of the Screen with the 'Generate Report' action, and also the Name of the report, that would help greatly  Thanks Joe -Ben

Hi GroGreen, I reviewed the code snippet that you emailed to me, but unfortunately, I don't have enough familiarity with PHP and curl to confirm whether or not something here is causing duplicates. For good measure, I went ahead and added another new opportunity and another new activity to my own account using Postman. In both cases, no ...

Anyone able to help

The following updates are now live for users of Method. Features Update Image Placeholders (PL-6882) Purchase Transaction Apps (Apps will be available week of Sept 5th) (PL-7067) Updated font colours to be darker (PL-6809) Removed Dashboard header from Dashboard. (PL-6789) Fixes Subscription buttons showing up for non-billing ...

Hello, I am a new user to Method and am absolutely amazed that we are unable to edit a line item from the main Estaimate or Invoice screen without having to go into each line item.    Is there a firm date as to when this functionality will be added?   Thank you!

I am a new user to Method working with a consultant to customize our workflow etc.   It appears as though there is no easy / time effective way to simply Drag and Drop lines to reorder them when working in an Estimate or Invoice.   It is currently set up so that we have to go into each individual item to assign a line order # ...

Hi Audisho, I'm still getting duplicates and have gone over the code. Am I able to PM or email you my code to see if you can pick out a problem? Thank you.

Hello! I recently made a new report in Report Designer which is simply a pivot grid report, nothing else.  In preview and HTML mode, it looks fine, as I want it to. My issue is, I have a button on one of our screens to generate this report.  No matter what I do (ie, no filters, quadruple-check everything), I am constantly getting this ...

Hi GroGreen, I checked our logs and found that you seem to be encountering a large number of the following error. [quote] Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. [/quote] It could be that your code is ...

Use case: Activity Types by Month Try creating a chart on activities where Series = Activity and Secondary Column = DueDateStart and try to group by month, year, etc