Method Community

Hi dottie,  It might be helpful if you post screenshots of the actions in your 'is this a new job' checkbox object. Have you tried comparing the actions in the account that doesn't work to the actions in the account that does work? Is there a difference?  If you like, I can put you in touch with one of our ...

Hi Mario,  Can you enable the MethodSupport user on your account? To do so, go to Customize>Users and press the checkbox in the Active column. Also, can you email me your company account name and a few examples of estimate numbers that are not calculating tax? Thanks.  Jason

Allison also asked how to improve the quality of her logo in the Report Designer. She would like to enter the logo directly into the Report Designer rather than pull it from Method -  Allison,  Try entering a Picture Box into the Report Designer. Click the small white arrow on the top right corner of the picture box, you ...

We received this email -  Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page? Hi Kitty,  If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts ...

Hi Darrin,  You cannot completely delete a customer from the Method database without also deleting it in Quickbooks. However, you can clean up the clutter in your Method account. One way to do this is to filter your grids to not include any customers with the CustomerType field labelled 'retail'. Let's start with the ...

Hi Allison,  I took a look at all your settings on your screenshots and found that they all look like the default report. I did find some odd behaviour when completely deleting GroupHeader2 and then undoing the action. Is this what happened to you? It might be related. I would suggest making another ...

Hi Marcelo,  Are you talking about moving your new tab/section up in the screen designer? Does it have any objects or fields in it? If it is a blank section it will not move but once you place something in it - it should be fine. Let me know if this solves the issue.  - Jason

Hi Marcelo,  I have replicated similar behaviour on my own account. I'm going to create a ticket for our team to look into this issue and I will post back here when I have an update for you. Thanks for bringing this to our attention!  Jason

To add to this post, if you're interested in learning more about customization, I suggest our webinars. Click here and scroll down to the Customization section.  Jason

We received an email from a user: i need my screen … to show the grid in the List Section, i see it is there in the design view but when i launch the screen it doesnt show up.  I also want to hide the tabs, Addr, Amt.  Items. I reversed the logic to have them hidden initially and cant find how to hide them again.  I have a ...