Method Community

 Hi Seny, In order to help you understand this better, I have to give you a little technical explanation. The way Method works is that there is a main Default.aspx page, and then all the screens are “frames” inside the Default page. You can tell a page is secure by hovering your mouse over the tab link.  This shows that it ...

I can see the "https" showing up, however, how do I verify it indeed is secured. I'd rather see that showing up in the address bar of the browser, and the secured lock icon either on the right side of the address bar (IE) or on the bottom right (Firefox). Is that possible?  

 Hello Kevin, Glad to see you are attempting customization. It is possible to filter customers by State. To do this you have 2 options; either customize the Customer List screen and add the state field to the Customer grid, then type in the name of the state you would like to filter by, or you can customize the advance search screen. To ...

 Hi Cindy, The report designer allows you to pull information matching a certain criteria and view it in multiple formats. You cannot use the report designer to input data into Method, such as entering activities or creating new contacts; you can only pull information from Method. In your case, it seems as though you would like to ...

I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New York"?  

Scenario:  You’ve done a seminar called “Take QuickBooks into the Cloud”.   At this seminar you received an opportunity.   A sales manager at the seminar is excited about your product and wants his sales team to see a demo and provide customization input but they can’t do it all at one ...

 Hey Chris, Welcome to Method! Although it is possible to add Assembly Items in Method, this will cause problems when Method tries to sync with Quickbooks. Our official answer is if you want to take advantage of our MRP calculator, you will need to update your Quickbooks to a version that supports Assembly Items. If you attempt any ...

 Hey Chris, Sorry I wanted to correct my last post. When filling out an invoice, you are able to select the location to ship from, this is not the same as a bin. If you do not select a location, Method will automatically pull the invoice items from the default location. On the default screens, you are not able to select what bin you ...

 Hi Ian, I confirmed that it is not possible to check /uncheck the checkbox on the PDF report. Can you tell me why you want to be able to check/ uncheck that box? Are you hoping that the value from that box would go back to Method? If you outline the goal you are trying to achieve we might be able to come up with another alternative.

 Hey Cindy, It sounds like you need to add a filter to your activity grid. If you go into the grid wizard, on step 3 you are able to assign filters to the grid. Check that out and you should be able to get what you are looking for. The same will need to be done on your customer list screen. Check out this webinar, it talks about grids and ...