Method Community

Hi Marco, A Sales Order is an agreement for your customer to buy something off of you, which you may or may not currently have. It is generally used in a product-based business. Sales Orders are transactions and do sync between Method and QuickBooks, assuming that they're supported by your version of QuickBooks. A ...

Hi industrialrobotix, I did as you described and was directed to the New / Edit Estimate screen. I believe this is the expected behaviour. Are you experiencing something different?  - Justin

Hi GroGeren, Take a look at this forum thread. Does that help? Let me know. - Justin

Hi TLoock, There are To be emailed in QuickBooks? checkboxes on the various transaction screens in Method (Customers > Invoices, Customers > Estimates, etc.). Hope this helps. - Justin

Hi Lance, Try doing a complete uninstall of the plugin, then restart your computer and install it again. If all else fails, give us a call on the Method support line at 1.888.925.6238 x.2 and we'll be happy to take a look. - Justin

Hi Alex, 1. The Select event is used in non-editable grids. It makes the column into a clickable link, and runs the listed actions when that link is clicked. For example, in a non-editable grid you could have a Customer column and use the Select event to turn it into a link that shows that customer's details in a pop-up. 2. Take a look at ...

Hi Alex, You'd probably want to put these actions on the Text Change event of your Item dropdown. That way, when you select a line item it will enter the depot location for you. Hope this helps. - Justin

Hi Matt, I don't have an ETA at this time, but I'll do my best to get an update for you. - Justin

Hi Cameron, Let's take a look at the Send Email action: Most of the fields here would be static (the same every time), whereas your Body field would be dynamic (changes depending who edited what, etc.). For the static fields, you'll simply enter them into the Send Email action above. For the Body, you'll have ...

Hi Kathy, I'm not able to replicate this issue on my end. I'll create a support case for this and one of us will reach out to take a look with you. - Justin