Method Community

Hi Jamie, Please see my reply to your other post here. -Audisho

Hi Jamie, In this case, I would still recommend performing some customization so that you can have an estimate appear as a sales order rather than physically creating a sales order. While there is a SalesOrder table available in Method already, inputting data into this table is not a good idea. Should Intuit at some point decide to include sales ...

Hi Mahlon, Where can I locate this GoToContact control? -Audisho

Hi Stephen, Much of what you listed here is already available in Method without the need to customize. If you haven’t done so already, I suggest you install the Field Services application, as you’re going to need this for work orders. If you’re not familiar with the work flow used within the field services app, we have several ...

Hi CDvin, You called in to support and we spoke on the phone. As was made aware to me today, this is actually a known issue that is affecting all accounts. At this time, portal username registration is not working. Our development team is currently investigating the issue. As we discussed, I created a case and will follow-up with you once the ...

Hi Mahlon, The issue that I described above with estimates has been resolved. Please test this yourself and post back if you believe this to be still an issue. Are you still having problems with sales orders? -Audisho

Hi Blake, Sorry that it took so long for me to respond back to this. I was informed by our development team that this line break functionality is actually done by design and I wanted to see if I could come up with a workaround. I did some testing and it appears that different elements in Method will display the line break differently. I did come ...

Hi Stephen, Why are you trying to create a custom screen? Could you not use an estimate, sales order, invoice or work order for this? If you can explain the workflow that you’re trying to create, I’ll do my best to make some suggestions on how to accomplish this. -Audisho

Hi Mahlon, Thanks for bringing this to our attention. It looks like when you only change the case of the Name, an update to the FullName field is not being triggered. I have created a ticket for the development team to investigate and will post back once this is resolved. In the mean time, you can force it to update by adding any character to ...

Hi cdvin, Please verify that the contact you are using to test the portal has a valid email address. Also verify that no other contacts in your Method account contain this email address. The email must be unique for the registration to work. Otherwise, I’m not sure what could be causing this. If you’re unable to get this working, ...