Method Community

Hi Matt, What browser are you using? Are you by any chance using any on screen load actions that might be overriding the defaults? I created a copy of the Add / Edit Work Orders screen and set default text and it was loading each time. What type of fields are you setting default values for? -Michael

Brett, I tried the following: Created a new table called GeekoidTest and added a text field called ChildCode and checked the unique box. I edited the InvoiceLine table and added ChildCode as a drop down using the GeekoidTest table. I edited the InvoiceLine grid on an Invoice screen and added the ChildCode drop down to the grid. I was ...

Thanks Michael. I've actually seen that webinar a couple times already, but watching it again with what I needed to do in mind really helped. The key for me was as easy as step 1 of the dropdown wizard: Choose from an existing Table. I've created new fields from scratch, but just couldn't find this option to re-use them. I guess I was ...

Hi, Does each inventory item have to have a different Manufacturing part number? Can I have different inventory items with the same manufacturing part number essentially? I'm running into issues importing information on this. 

I am customizing an estimate with the report designer and am having some issues. First, when I add a subtotal field it calculates correctly except for adding four decimal spaces, even if there is no change there will be four zeros. Second, the sales tax percent field does not automatically populate. When I choose a sales tax from the sales tax ...

I just re-read my post and realized it made no sense. Let me clarify. The field itself carries over. It's a drop down with our selections of sales reps from Quickbooks. However, if I make a selection from that drop down list in my Invoice screen, and hit save, that selection doesn't carry over to my packing list screen. For example, if I ...

I have two customers that exist and are active in QuickBooks but they do not sync into Method (customer list screen). What makes this even stranger is that the Jobs asscociated to these two customers do sync into Method correctly.   the 2 Examples are Xterra/Dirty Spokes (parent customer - does not sync) there are 18 Jobs for this ...

 Hi Andy, I am not sure what you mean by "How do i make the SalesRep field carry over", is it not showing up on the copied screen? -Michael

Hi Greg, Good news! I was able to get You Rang working with Ring Central soft-phones! It does require the installation of an additional component to allow the 2 programs to talk to each other, but once its setup the first time you shouldn't have to worry about it anymore. If you would like to give it a try, I've added intructions on how ...

Michael - it appears that the contacts issue is more serious than thought. We now have two customer contacts who have been inserted into our Employee table - one superimposed on top of the existing values for a current employee, and one contact who's now listed as an entirely brand new employee, linked to another.   What ...