Method Community

Hello =). Adding a filter to a dropdown in the estimate list: Go to screen: "Customize"->"Screens" Scroll down to the bottom and click copy/import screen. Make a copy of of the estimate screen on your account. After it is created, go to the new screen and click [Edit]. Find the dropdown in the screen editor that you want ...

Good Afternoon: The drop down item list in the default estimate creator shows all items both active and inactive. Is there a way to only display active items in the drop down list? Thank you for your help - Jacob

 The report designer is a 3rd party component and currently they don't support this feature for MACs.  I'm not aware of any plans to change this.

It is my understanding that MAC users are not able to create reports in Report Designer.  Is there anything in the works to change this?

I am considering Method CRM.  I've searched the forum for information about CSS templates, but I've not been able to locate information on whether I can bring my own CSS, modify the standard templates, etc. How much control over the CSS templates do I have?

Have you tried to uninstall and do a complete reinstall of the Method Integration engine from all machines? Since this is not working but was working in the past, it often suggests some kind of change has occurred. Changes in QuickBooks, the machine(s), network environment are just some of the possible factors making it difficult for us to ...

We have a high speed connection. We also have a small amount of network traffic, We run three computers on QuickBooks, but the system that hosts the company files is the one that downloads the method data and sends it to QuickBooks.The method engine is running. We checked that a couple times. We have had two issues with the method engine stopping ...

Hey Guys, Nice rebound from the last post Joe , This is a great explanation of how fields in Method are linked to Quickbooks. Hope that helped you out Jacob Thanks for helping Joe!  

We really need more info to determine the root of the issue. I will assume that your internet connection is a reliable high-speed connection and there are no bottle necks with internal network traffic. Where is your QuickBooks file located? Make sure it is on a machine that can process all QuickBooks requests as well as any other processes that ...

Hi Jacob, You would check that ‘To be emailed’ option if you wanted to send that specific estimate or batches of estimates via QuickBooks. If you wanted to e-mail estimates via Method then you would want to customize that screen to do that. The ‘To be emailed’ option wouldn't be relevant in this case, since the ...