Method Community

Hi, A good example of this is the New Estimate button in the Customer List Screen. You should be able to reverse engineer how the Customer List screen goes to the Estimate screen and enters the customer. -Michael

Did some googling :) The cause may be that you are using QB Pro.  Only Premier and Enterprise have the ability to create new sales orders.  While you may be able to work with existing sales orders in QB Pro, you cannot create new ones. Is this the case for you?

I'm posting this on behalf of a user:   I have one quick question for you......whenever we enter a Sales Order into Method, we get a conflict with Quickbooks that says "The error was: Missing posting account."  Do you have any suggestions for us or know who we need to talk to about that? Thanks so much!  Otherwise ...

Hi CPJason Yes,  This is possible and standard practice on a number of screens.  There a number of ways to acomplish this.  One way is to use a shared result to pass the customer name to the estimate screen and when the estimate screen loads you can retrieve the customer's info and place it on the screen. Hope this helps. 

My "flow" when a customer calls in is to create a case in Method for that customers inquiry.  I have created a button in the case screen that links to the estimates screen.  Is it possible for me to transfer the customer contact data from the case I am viewing to the estimate without having to do a ...

Hi John, I have had the idea for an equipment maintenance app brewing in my head for some time. I have begun some preliminary work on it, but not enough to be usable yet. It will probably be at least a month or two before I have something ready to go into beta testing, but it might save you the time and expense of creating it yourself if ...

Just a heads up for everyone. This should no longer be an issue. :)

Actually to correct myself, it seems to work in Chrome at the moment.

Hi Gary, The answer to your question is yes . The current list of invoices in the Receive Payment screen is filtered by customer (Customer = Value from Screen) but you can change that filter (Customer Contains value from screen). So for example before if John Smith was your customer it would only show results equal to John Smith but if the ...

HI Greg, I don't see a current way of doing this. I am going to add this as a suggestion to Method. -Michael