Method Community

Bryan, The issue seems to be with the Item name. It looks like the item name has 2 consecutive single quotes [‘'] which seems to be causing this issue. Is there a reason why you don't use double quotes ["]? I will be logging a ticket for this issue and update this thread when I have more information. -Michael

 Yes Michael it does. In fact, I played around with it last night and it only happens with certain items. If you get a chance, try a test estimate and choose an item called selectaflo, then click update in the job item grid and see what happens. Thanks Bryan

Today I’ll be shining the spotlight on another one of our overseas friends in the United Kingdom.  This spotlight features a real Method CRM user in the digital marketing services industry, in Bath, UK.  realityhouse builds websites and delivers digital marketing such as search engine optimization, email marketing and social ...

This has been fixed on the default Sales Order screen. -Michael 

Matt, The Generate Report action is what calls and displays reports. The Generate Report action also lets you select filters on what data is going to be reports on. Currently there is no statement report in Method but one can be created using the Method Report designer.  If you look at this forum post, it goes over some of the concepts of ...

 Bryan, Does the same thing happen on the default Estimate screen? Which fields are you filling out in the EstimateLine grid. -Michael

Tammy, This can be done through customization. You would need to add a drop down list to the screen that references the ReportMethod table and display ReportName as the 1st Column. You would need to filter the drop down by MasterTable = Activity (This would ensure that only relevant templates are displayed). Once the drop down is created the next ...

Matt - The DueDate is just coming from the DueDate field of the statement charge.  All statement charges ("Charge" table in Method) have the ability to have a Due Date entered and this is what the portal is showing. If instead you want it to pull a field from the Customer screen that you are arbitraily setting, that's a ...

I would like the customer to be able to print their current statement or just view it in PDF format. Also I would like to be able to customize the design and layout of the statement/invoice to match my company image. What events do I need to add to a print button so that it pulls account information from a transactions table and displays it ...

Paul, I see the due date field as a choice to be added to the portal home and transactions screen. However, I may not understand how it works. the field offers me a calander to choose a date from. I am looking for a field that will pull the due date of the customer account from quickbooks. I think you understand what it is that I am looking to ...