Method Community

hi WaveTec, Sounds like a great process.  If I get you  - you have one actionresult which is combo part#/description.... With that  result - set up a new actionresult which joins this to build your list.   try using the char function --join with line break.. Then when you put into email body...one ...

We received this email from a user -  I cannot find the place where you can choose to enter your own estimate #s instead of having Method auto-fill that field for you. Can you remind me where it is. Right now it is auto-populating with a number and overriding what I have entered. Allison,  There is a setting under the ...

We received the following email from Lucas: [quote]I have had 2 customers say that they cannot pay with American Express through the payment gateway. They keep getting an error massage that the payment was rejected. Could not find anything in the forum about this. Any ideas? The other payment methods work fine as far as I know.[/quote]Hi ...

This email came in from Jeff:  In Quickbooks you can setup jobs under each customer. Are these supposed to show up in the Customer Portal? Maybe I have something configured wrong? I added a job and invoice to our test customer and it does not appear to show up.  All of our customers have at least one job, sometimes more so this will ...

This email came in from Beth:  Is there a way to customize the customer screen so that the company name shows up first in bold rather than the contact? Beth, What you would have to do is change the SQL override in the CustomerList screen.  Edit the grid and click advanced for the Contact/Customer/Company field. ...

Hi Mike, We were unable to replicate this issue on our end, what is the first screen your user see's when logging in? Is it a stock or custom screen? If it's a stock screen please enable your MethodSupport user then email me your Company Account name. Customize > Users > scroll down and click the Active checkbox for the ...

This question came in via email from Wade... [quote]When viewing the transactions on an android device we are unable to view the transactions of a customer.  Online it shows us the amount and balance.  On the mobile version it shows the heading to be Amount but the column really reflects the balance.  Is there a way to see the ...

Sounds like something isn't working properly in your account for that screen.  Can you please enable the Method Support user in your account?  This can be done by going to: Customize > Users. Check the checkbox for "Active" for Method Support.   Once that is done, please email into ...

  Hey Michelle, The list builder is going through your whole company file looking for items that match your criteria. This can take longer if you have a large company file. We don’t have a way yet that will allow us to stop the actions in the middle of running. If you want to do a search and omit Customer:Job you will see on the ...

The following question was sent to us via email.  I'm responding here on the forum so other members of the Method Community can benefit from the answer as well. A user asks: "How are fields in tables edited?  They are all greyed out." Fields are edited by clicking Customize > Tables/Fields and then selecting the ...