Method Community

Ben, Glad to hear it works again! We implemented a fix today. Jason

Ben, This issue should be resolved. Can you try again and let us know if you have any more problems? Thanks!  Jason

Hi Ben, Does this error occur when you are trying to create the web form within Method? Was it when you clicked the Next button on Step 1 of 9: Select host website? Thanks.  Jason

Hi Ben,  Thanks for letting us know about the error you received. We are currently looking into it. Please let me know if you are continuing to have trouble. I'll update this forum post as soon as I have any updates!  Jason

We received this email - "I am trying to put the Manufacturer part number on the quote. When I enter "EstimateLine.item" it gives me the entire grouping breakdown with the part number. How do I get ride of that and just see that part number?" Jake,  The Item dropdown field in the EstimateLine table ...

We received this email from a user -  What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps. Dan,  Unfortunately, I don't believe this can be done in a web form ...

David,  This email template is sent out in two places. First, from the Customers>Receive Payment screen. It won't be emailed to all contacts, only the contact that is specified on screen (in this case... me!). Also, the email will only be sent if Email payment notification when saving? is checked.  See my ...

Hi! This is Jason from the support team, and today I’m going to talk about how to customize price levels! "Price levels" is a feature in QuickBooks Desktop that allows you to set custom pricing for different customers or jobs.  I have found that many users ask me how to use price levels in Method, and I tell them that ...

Hi Andrew, There are a few basic calculations in the action set of the Save button that will determine the value of the Amount field. Take a look at these. Do they still work with your added logic that enters price levels? On the stock screen, the Amount field is calculated on a save by multiplying the Rate and Quantity values ...

A user was having trouble because his customized Customer List screen was not showing the active RecordID when Go To... was clicked. Shohei,  Take a look inside the screen designer of your customized CRMQBO_CustomerList screen. Edit the Contacts grid and look into the actions of the Go To... link on Step 2 of 9. You should ...