Method Community

Hi Antonio, Can you please enable MethodSupport and email your Account name to m.melo@methodintegration.com. I will login and take a look to see what can be done :). -Michael  

Hi Antonio, I would remove the tab link for the estimate screen that is not working, from the Customer Center tab. If you go to Screens > Customize do you happen to have any duplicate screen names listed? Regards, Michael

Hi Antonio, This previous thread should point you in the right direction http://www.methodintegration.com/cs/forums/t/1331.aspx. The steps in the mentioned thread are for estimates but can be easily adapted to work with invoices. -Michael

I think this is the right track, even though I couldn't get save section to work as I hoped. If this was working before the recent backend updates, any more ideas on what can fix this?

Hi mjmitch, Have you tried removing the tab link and re-adding it to the customer portal? If this persists you can try re-importing screens from the App Library. If you are still having issue can you please enable MethodSupport and email me your account name to m.melo@methodintegration.com -Michael

 Michael, The scenario I am trying to solve is described at the beginning of my first post.  For further clarification, I am creating some logic for updating Sales Order Line Items in the line items grid when entering a Sales Order. After the Item is selected a series of actions retrieves values from the Items table and populates Sales ...

Hi there Since this week-end I realised a "funny" behaviour on some Tabs of my Method account (Admin Role). My four last Tabs are... Approve Expenses, Professional Services, QuickBooks and Customize When I click on QuickBooks Tab, the Approve Expenses highlights as if it were the selected Tab, although I see the Screens for the ...

I have attempted placing a "Save Section" action in various places before and after different places with no positive changes. Do you have any other recommendations?

Hi There, I suddenly found that I have 2 screens named Estimates on the Customer Center Tab of my Method account. One is TemplateOnline-ScreenID122.aspx which seems to be working correctly, and The other is TemplateStarterEditionOnline-ScreenID152.aspx which show the following error message below. How can I get rid of it? Thank ...

Hi Denis, I still have an issue with this matter. I only use Method to do the whole [Estimate --> Work Order --> Invoice] process, and I dont use QB to control the invoice numbers. This way, I dont have QB open all the time, BUT I need to produce and email invoices directly from Method, with all the data properly filled, so I can invoice ...