Method Community

 Hi John, Once you add a field with attachment type to the table and then go to the customize screen you'll see 2 fields that can be added to the screen; example, Attach and Attach File Name.  In your case please remove the 'File Name' one from the screen.  Once this is done then try to add a document and it should ...

I am STILL not able to copy or create a new report in Disaster (Designer)!  I have attempted to create a new report from multiple tables without success.  There are some existing reports I can copy, but none from what I need - Estimates.  I've loaded Disaster on multiple machines and I get the same error: Failed at ...

  Hey everyone, Just wanted to give you a step by step on how to change what machine is the 'server' for Method. For example;  you configure your laptop with Method to sync with your Company File, but this was for testing only. You have since finished testing and are ready to use your 'real server' for Method. The one ...

Ryan, What we are looking to do is this initially; 1. create an additional field on every estimate titled "profit". 2. take the "subtotal" item on the estimate, (which does not include tax) and subtract it by the sum of the total cost (rate x quantity) for each item on the estimate. 3. have the resulting total (subtotal - ...

 Hey Randall, So after reading over your question again and looking at the Estimate screen, I notice there is a column for "Mark up". This would be your profit, this is viewable on the Estimates screen but not available when you print the Estimate from Method. Is this what you’re looking for? The topic is Estimates and ...

My documents come and go.  I'm able to load my document with issue, but when I leave the screen and come back (it may be the second or third time) to document icon is there but not document.   

Ryan, Lets start with question two please proft margin). That is the priority for the client. What are the step by step instructions I need to do to accomplish this for the client ? Hopefully I will have time to test it on our method account before trying it on theirs.    

Hey Everyone,   I have been getting the same question emailed to me, so I wanted to write up a little post that should help a few people out. The problem a lot of people are having is they install Method but sync to a dummy Quick Books file for trial purposes, then after a week of use they decide to go ahead and switch over to the actual ...

 Hi Marcus, After reading over your post I realize I misunderstood your point. Actually what you stated in your original post would work but it seems like you were missing one step; to link the Employee/ Vendor / Other Name to the appropriate User under the User Settings and that should fix it. Sorry about the confusion.

 Hi Marcus, The reason I suggested that you try User Name instead of what you had, is because it seemed like you were trying to filter based on the User (employee) logged in to that specific session.  Even though they are technically employees, in this case User Name would work since they are logging into Method under a ...