Method Community

I'm trying to import large, ongoing quantities of 3rd-party Purchase Orders and Estimates via spreadsheet into Method and then to QuickBooks.  This apparently needs to be a 2-step process, where you need to import the "Top" part of the transaction, followed by another import of the specific line items ...

Hi Amanda - I have the guide, I've watched the video - what I couldn't find was the specific screen for add/edit work orders.  Thanks for info on the other forum....still learning all this!

 Hi Shelley, You are on the right track with adding pop up messages as a warning to the user. Take advantage of the options within the 'Show Message' action, for instance you can have a message 'Did you save your data?' if the user clicks 'Cancel' then they cannot proceed further and they can save their data then ...

Hi, There is a guide that would help you get started with the Pencil tool so you can create screens on your own using widgets. If you are an end user then please send me an email and I'll forward you the document. If you are a member of the Solution Provider group, then you can access this guide from the MSP portal under Info > ...

 Thanks Ryan. I did not get the message that the table needed to be regenerated, it is my personal theory as this error duplicates the error I had on Friday, August 20th.

Hi Wilna, I've answered your questions as per the order you asked: 1. You'll need to do the installation on any other computer that opens up QBES to the same QuickBook file. If there are computers in the office that do not open QuickBooks then you can just open up Internet Explorer / Firefox and log into Method. 2. Yes she can be ...

 Hello, Yes, you can sync contact between Outlook and Method. Kindly review webinar 26 to ensure you are following the right steps. Please let me know if you're still unable to sync them. Here is the link to the webinars: http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

Hi Method! I have all the date sin my screens in the wrong format [MMM-dd-yyyy] instead of [dd-MMM-yyyy] as setup in my Regional Settings (Windows 7). Currencies are showing correctly (£) so far. I found this Post but not sure it reflects the last state of this issue, as it is more than one year old (5-1-2009 supose it is 5-Jan as it ...

 Hi Shelley, From your post I understand that you want to place a 'Send email' button adjacent to the 'Email' field under the Customer List, in the Address Info tab section, correct? When you click on the 'Send email' do you want the Add/Edit Activity screen to pop up? This is the same screen that pops up under the ...

 Hey Glenn, It's great to hear that you are picking up Method Quickly, make sure to check out our webinars if you get stuck on anything. As for your question; We currently are unable to filter a dropdown based off another dropdown, but this is coming very shortly. This feature is currently in the shop and we are just fine tuning it. It ...