Method Community

Paul thanks, I understand that it is used specifically for the contacts portal. that is where I am attempting to use it. however, I haven't made any changes to the Receive Payment Screen. the switch back to the home page happens whenever I click on any tab link or button that is supposed to view or redirect to the receive payment ...

Angelo, Currently there is no report to do this in Method, but you can create a Method Report based on the Opportunity table and use that to print a hard copy of the information. You can create a list of customers that are leads using Sales Center > List Builder that list can then be exported to Excel and printed. -Michael 

Paulette, Just to clarify let's say you are working on an invoice, you would assign it a class in the class drop down list but also have a second drop down list with additional class options(a 2nd class) based on what was selected for the class? Are you going to be using QuickBooks Scheduled Report for the P&L report or creating a ...

From the Items screen I'm trying to add units of measure. Right now, when I click on an item and hit the drop down for unit of measure, I don't have any options. Where do I go to add options to this drop down? Once I indicate the unit of measure of each item, will the invoices automatically update to reflect this addiitonal ...

How do you print a hard copy of the information on the Sales oppertunities Screen?  How do you print a lead sheet?   Thank you,   Angelo  

A prospect needs a 2nd Class table created so as to associate additional information to all Sales & Expense gransactions.  The goal being a P&L filtered 2nd Class selection.  I think I have the table & screen logic but want to verify I can then create the P&L report.  Thanks 

Andy, I'm glad to hear that. Sometime if field is crossing any of the page margins it causes extra pages to be printed. If any of the margin lines are red it means that an object has gone outside the margin. -Michael

Yes! That worked. Thank you. Here's another one for you guys. When I print preview, in both the designer and in Methods, I get blank sheets after each page of an invoice. I'm sure I just accidentally did something while I was editing from the simpleinvoice template. Do you know how I can get rid of the blank pages? Thanks, Andy

Hi Angelo In order to help you with this, it'd be helpful to know your experience with method.  Have you been using method for a while or are you new to it?  Maybe somewhere in between?

 Thank you for your response, All I am trying to do is:  Insert a column on the Estimate Screen, which will total all costs for each line item.  (Item Qty *Cost Rate)   Thank you,   Angelo