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 I am trying to do a similar thing.  So far I've found that when you customize a screen, If you edit the grid (click "edit" at the top right corner of the grid's row (not the "edit" for the section) when you're looking at it on the "Customize" screen) in Step 5 you can set it to allow ...

Hi!  I am creating a new screen from a table that only has 3 fields.  One of those fields will be edited OFTEN for each record.  I am trying to create the screen to have a grid that shows the 3 fields, and allows the user to edit the 'evolving' field within the grid. Is this possible? Thanks for you input!  

The answer to the email issue is this: With method the email entry on settings is not the same as your email settings on outlook You just need any email smtp server - I used a gmail address This is used to send the email. Your individual email addrsses are set within the account and are mimicked by whatever smtp server that you use  

Bob - Just opening the invoice wouldn't cause that, but anything that issues a Save action would, such as clicking the Save button, or choosing a customer from the dropdown list. Unless you've customized that screen and put extra actions on the select link that cause the screen to save (wouldn't make sense). Looks like that ...

Hello So now were getting conflict messages and they haven't cleared up. From what i understand, my coworker says all she is doing is logging onto method and opening invoices just to check information. She is not editing them at all, just opening it and closing the invoice. Afterwards we start receiving conflict messages. Why is this ...

I was able to install the Method Outlook Plug-In 2.1.29 without any issues (I use Outlook 2007 and Firefox/3.6.3). It works well, however, I've been told by some of my email receipients that they are now receiving my attachments as a proprietary Microsoft formatted "winmail.dat" file instead of as a pdf. The attachments are primarily ...

 Hey Bill, Just a quick addition, if you are currently not using the "Ship To" portion of the address section, you can manually fill this in with the Job Location information. If you are using those fields already, then you would need to customize the screen with new fields.

 Hey Bill, It sounds like you want to add a few more fields to display the address of the job site. To do this add some fields to the Estimates Table and then customize your Estimates Screen to include those new fields. You should check out our webinar on Tables & Fields for more help. Let us know how it goes!

 Hi Bob, By default Method performs a changes only sync every 20 minutes or whenever something is updated in QB/ Method or when QB opens. To confirm whether your engine is performing a full sync or a changes only sync you can go to Customize > Audit Trail and under the Action column do a filter by 'syn' you'll then see either ...

 New to Method and probably simple anwser.  I hope!   I need to know how to put in estimates where billing address will show as the main office but the service location where work to actually be done will be shown on the estimate also.