Method Community

Hello,    Sorry for the delayed response.  I believe the issue is you would have to save the record first before you can filter.  The field values would be coming from the database tables and not the grid.  You can add checkboxes to the grid from Step 1 in the grid edit screen. There is a 'Checkbox column' option ...

Hello Gregg,      Look for any updates or pop-up blockers.  Your Adobe Reader may be missing updates.  Sometimes Windows updates will hold the update you need.  Also, check to make sure the browser isn't blocking pop-ups or downloads from the web. Greg

Hello Dylan,    Thanks for posting. We are aware of an issue with Sales Taxes and QBO.  Intuit introduced a different model and method for calculating sales taxes in Harmony online version (and the backend sync version, version 3) which also forces us to update our code and systems to connect properly.  You may have seen ...

Hello Robert,     We had spoken off the forum posts and look at the problem.  There is a restriction that does not allow fields to be added to the transaction table. This is why you were getting the errors.  The answer will have to be going from the customer table or a child-transaction table.     Your ...

Hello Robert,    I checked and the report server is on the correct time.  It's running smoothly.  Can you try a different browser when generating the reports?  You can even try a different computer.  It may be a setting on the computer or browser that is affecting the Now() and Today() function. Greg

Hello,      This is a very complicated process and is not possible in Method.  You would have to write a program that reads the customer name off of the scan, find him or her in Method and attach it all automatically.   You may be able to find someone who has written a program that does some of the process in the ...

Hello,     The data for transactions should be small.  It is only data that is being sent and not whole files.  SmartVault could take more data as you may be uploading and downloading larger documents like PDFs and pictures.  Also, your usage would be a factor in how much data you use.  Your best bet is to try ...

Thanks John for the post.  You have a good point.  How do you manage customers with multiple contacts?      The Work Order is actually an Activity.  In a Work Order, the Customer field is actually from the Entity table and is filtered on the screen only to show Customers.  I'm assuming you have the ...

Hello,      Have you added the field to the table?  I believe you have dragged over a plain texbox and not a field.  When you save, the data has nowhere to go.        To add a field to a table, go to Customize -> Tables / Fields and click on the Activity table.  (This is the table ...

Hello Ryan,     Sorry for the late reply.            To go back to the multiple shipping addresses.  Customers have setup different shipping addresses as Job of Customers under one main customer. (Job of Customers is found under the Additional Info tab in the Edit Customer screen.) In the ...