Method Community

We are using the Case's Screen to record what we call "Calls".  We also have a specific "Call Report Number" that goes with each call.  Is there a way to change the AUTO NUMBERING Case #?  So instead of starting with '1,2,3..." it starts with 09-001 and then continues to count up ...

Hi there! Well, there's a couple of ways you can print off those custom fields.  You can create a report using Method Report Designer.  Reports are created as PDFs so you can then print them to your specs and save them accordingly.  You could also add a button that utilizes the Export to Excel action and then send your data to ...

Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals?  I tried but wasn’t successful at doing either of these. How do you know what fields will sync  back to QB?    or are these the “greyed out” fields ...

If I have created a screen that has a bunch of custom fields. i.e.: RMA #; PART #; Notes field for Reason Sent back; and customer info.  How can I Export this to a File that matches the current paper file we use to write in the info manually?  After I create this where is it stored?  Your server?  Do I have/need ...

Hi Matt, A minor update was made which should have corrected this. Thanks again!

We’re currently looking into this and will keep you posted. Thanks,

I am trying to insert records into the Activity table. Amongst some "Success" responses, I also get "It does not appear the field  exists in the table."  Is there any way of finding out what the problem is here? I am not trying to add any fields with no name.

I am trying to delete an activity from the 'New Activity' screen. When I click 'delete' I get a pop asking if I am sure I want to delete the record. When I click OK, it brings the same popup window asking if I am sure. I haven't changed the event procedure, but I did look at it (after the problem) and everything appears ...

Hi Jess, I just tested my account and I am not experiencing that problem.  All my line items are appearing using the SimpleInvoice template.  Did you happen to alter it in any way? In the Detail heading you want to be sure there's the following DetailReport: Invoice..InvoiceLine.Invoice.  The DetailReport ...

I can see how that would cause a problem. Thanks for the info!