Method Community

Hello, Please see below for some tips on these customizations: 1)    Technically, since you can customize this from various areas, there are a number of ways to do this.  Here is one way.  Go to Customize-->Tabs and “Edit tablinks” for the Sales Center.  Add the “Customer List” as a ...

Posted on behalf of a user: Hi Wayne, Yes,  Is it possible to have employees view history of clients without creating transactions?  We have sales reps that also field cutomer service questions.  I would love to have them be able to do this but control the creation of invoices. Also, is there a way to have new customer entries ...

 Thank You Denis!

I sent this link to all of my users to login to method so they they can update their account and view our schedule.  http://sealteampt.com/login.html We are getting many customers who say they cannot login.  Some solutions have been for people to download google chrome or use firefox or adjust security settings.  This works for ...

Hi Geekoid, Great suggestion, it was brought up before, and we will discuss it with our developers.Regarding your second question, let's define what all these features really do: A "Resolve conflict" is what happens when QuickBooks rejects whatever Method is trying to send its way, and comes back with error messages that ...

Hi there, I am trying to create an Invoice from a Work Order in Field Service Center, and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens, so I am not sure if I am doing something wrong, or if I am supposed to customize the FieldService_CreateInvoices screen by myself? The steps I used were: TAB - Field ...

Hi handcrafted, Thanks for pointing out this issue. We have indeed seen this in the past, but our developers are in the process of revamping our Logo display settings section and will be pushing out a new version very shortly. I will update this forum post and let you know when it becomes available, if you won't find it first. ...

Denis / Michael: After successful Changes-Only and Full synchs yesterday, we opened the MI engine this morning and it began the scheduled hourly Changes synch. After working for a few minutes, it is now (45 minutes later) hung on: "Checking server for changes in Customers/Employees/Vendors/Other Names..." Due to a deadline, we now ...

Hello, I believe this topic was touched on in another post; however, this is just a suggestion. I would like the option to delete all the conflicts under Resolve Conflicts with one check box. Otherwise, it is very tedious to select and delete each one. However, would selecting 7 days for transaction history automatically remove those conflicts ...

Hey Wsenglish, This is an easy fix. If you ever delete a tab or screen, there are two easy steps: 1) Freak-out that you lost your tab forever. 2) Breathe a sigh of relief as you realize you can restore a tab by going to customize -> Tabs section. You can restore screens by importing them from the Method Library.  You can also resolve ...