Method Community

Ok that's great news! I won't be doing actual estimates until March, but I would like to be capable ahead of time. HTML will definately make the estimates look more professional and polished.

I'll answer to this. There is no way to put HTML into the current report designer.  I have been down the same path as you, and know your frustration.  I have put HTML into a "lab version" and it works beautifully.  Unfortunately, the lab version won't be able to go out until we do an overall component upgrade, ...

I read a post dated 2009 about a possible update to Report Designer 9. After many hours of trying to customize a report, I've discovered that there is no way to put HTML into reports. The post I read confirms this, but mentions the capability in RD9. I'm trying to create a highly customized, detailed and attractive estimate template ...

I put together an inventory adjustment, compiling about 145 adjustments.  I was saving periodically through the changes.  At one save attempt though, a window appeared, saying: "This order cannot be saved. The version of your accouting software does not support edits on this list or transaction from 3rd party ...

Look out bit.ly! Watch your back goo.gl! Method Integration now has a URL shortener of its own: MIurl.cc! Ever since Twitter, FaceBook and LinkedIn status updates introduced the need to say a whole lot in as little as 140 characters, URL shorteners have been all the rage.  The purpose for a URL shortener is traditionally to make a ...

Hi joannevega, Thank you for notifying us about this error. We will make sure this error is fixed in next version of Outlook Plug-In.   Victor

Bryan, It’s possible to do but you would need to do some customize. You could create new fields in the customer table to track the defaults and have those populated when you select which customer you want to create an invoice for or if you want to get fancy you can even set it up so that it pulls the settings from the last invoice that was ...

Hello John, If you have any questions regarding the Xora application, please call me at 650 314 6460 Opt 3 or email to allenp@xora.com

 Hi Michael, Thank you for the info. So, is there a way to set a default for a customer so that each time an invoice is generated it automatically checks one of the boxes? Or would that be a customization? Thanks\ Bryan

Not sure why this error is occuring, but it happens every time I attempt to double click to select an Opportunity to record a message to when archiving.  After I clear the error I can upload the message to Method, it just gives me this error on Step 2, the selection screen. The complete error ...