Method Community

Hi Allison,  Glad you figured out the SalesRep issue!  As for the linked fields, you said that you have added them into your Estimate table which is great. However, have you added them to your customized Estimate screen yet? When you edit the screen, you'll be taken to the screen designer. From here, find ...

Hi Mike,  If you click Show Additional info? on the Edit Activities screen, you'll see Actual Start Date and Completed Start Date. These fields populate the Last Activity field. See my screenshot below:  Jason

Hi dottie,  I think the best solution here would be to prevent some users from "executing" Save and Delete buttons. This has to be done through customization. In the screen designer, if you edit a button and skip to Step 2 of 3: Button Actions you'll see a button with three dots next to the Event: dropdown ...

Brian,  To edit the post above, it turns out opportunities are already linked to the Estimate table by default. If you look at the Customers>Estimates screen you'll see the option to link an opportunity. See my screenshot below.  You will still need to add linked fields from the Opportunity table into the ...

Brian,  To create reports you can download our Report Designer here if you haven't already. By default, estimates are not linked to opportunities. You could start by adding the opportunity number (RecordID) as a drop down field into the Estimate table. If you then add the field to your estimate screen, ...

ecoxotic, Click here for some webinars that will help with customization. The customization section is near the bottom of the screen. Also, here is a guide to the screen designer if you're unfamiliar with it.  To get you going, I suggest editing the line item grid and looking into the actions on the Item field. You could ...

Great! It's a bit of a tricky customization job but this previous post might help to get you going. I would also try a search through our forums as many users have asked about customizing Price Levels in the past. Let me know if you have any trouble or get stuck.  Jason

ecoxotic,  It is possible to utilize price levels in Method, but it does not come preloaded with the software. It must be customized. Depending on the complexity of your project and your comfort with customization, you may need the assistance of a paid in-house consultant or a Method Solution Provider.  Jason

Allison,  I found a work around that you can use in the meantime. When you are creating an estimate, if you select your items and press Update on the grid before manually entering your reference number, then it will not be overwritten by either Quickbooks or Method.  Jason

Hi Allison,  I see what you mean. I believe you should be able to make your own reference numbers without them being overwritten. I've replicated the issue on my account so I'm going to look into it to see if it is behaving the way it should or not. I'll update this forum post as soon as I have more ...