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 Hey Randall, You would need to add a field to the table "estimates" or whatever other screen you want to show this information on. Once added to a table, you will be able to add the field to the screen. You can get the cost right out of the grid, so its something like Quantity x Cost, and assign the value to an action result. ...

 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 ...

  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 ...

 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 ...

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 ...

 Hey Kieran, I'm glad to see your starting to get into customization. Once you have the correct screen open in the customize section, place and name your button then check out the action 'Send Email'. This should get you in the right direction.  

Hi Marcus, I see you are getting your hands dirty with some customization, very good. In your filter, instead of 'User Employee / Vendor Full Name' perhaps try 'UserName' and see if that works. We are sending out an update next week, after which you should be able to filter the grid using the criteria ...

Time flies and I can’t believe it has been nearly 2 years since Method made its first appearance in Las Vegas for the Sleeter Conference.  This week, the Method team returned to Las Vegas at the Bellagio Hotel and Casino for the AICPA Tech+ Conference.  What a completely different feeling it was this time around when answering ...