Method Community

Good morning All! We are iced in here in Texas, so plenty of time to work on Method! Question,  Is there a way to have an email automatically sent to a customer to follow up on a quote or does it have to be based on a click action? What I would like is, if the status of an activity does not change 3 days after the activity was created, ...

Michael, Is there a way to take those 8 invoices and combine them all to one invoice?   Thanks, John M  

Hi cpitts, Does this happen for all Inventory items or just some? Have you tried clicking the Refresh button? If it's a default screen meaning you haven't customized it I can take a look at it if you enable the MethodSupport user and email me you Account name to m.melo@methodintegration.com -Michael

Thanks, that cleared the issue up for me completely

Hi RebeccaCA, Clicking the Advanced button in the Screen editor will take you to where you have the option to set actions for the OnScreenLoad event. What I would suggest though is editing the Checkbox itself setting the default value as checked and then under Advanced Options, check Hidden: invisible when screen first loads this way it will ...

 Hi all- Does anyone have an idea why quantities of an item would not show up in the Inventory List under Qty on Hand, however if you click the item, the item's screen has the quantity listed. Asset account, cogs account, income account are all accurate.  Nothing's different with tax info.  Thanks for any feedback.

"What you also willl want to do is go back to the main customize screen, and under insert fields and objects click advanced... - in here go to Step 2 of 5: Actions and add an action called "enable/disable field/object" OnScreenLoad. While the previous step sets the "wait for sync approval" value as the default, this ...

John, If you want to go the statement route you can create a copy of the simpleinvoice template and use that as a starting point. On the simpleinvoice copy if you remove all the Group Fields (This is one of the properties for the Header) from Group Header 1 and move the customer's name, invoice number, etc... , to the Detail section (Between ...

Fran, It looks like you may just need to change the Image Sizing property to Stretch Image. This can be done by clicking on the Picture box object that you created and then clicking >. Setting the picture box to Stretch Image will cause the image to grow or shrink to fit within the picture box you created. -Michael 

Brett, I will bring up this suggestion in our next meeting.  -Michael