Method Community

Hi Yashpreet I want to create a statement to send to the customer whilst in method.  We don't use statement charges, it's just about providing the info to the customers from the sales team. Thanks Rick

Hi Jack, I was able to replicate it on my account. I created a ticket for our developers to take a look at this issue.  I will update you once this is resolved. Yashpreet

Hi. I would like to create a report that would provide us with detailed list of each date (from a chosen date range) and would print out summary of how many WO were opened, completed, accepted etc. at that date. Of course I am quite uncertain it can be done in Report Designer as I am not sure how to loop through a date range selected on a screen. ...

I am new to Method and setting up work flow as follows: estimate, invoice, purchase order.  How can I customize to automatically convert invoice to purchase order? (We find using a sales order redundant). 

Simone, Glad to hear you are back up and running.  That seems odd about the limit on how many fields you can retrieve - as there shouldn't be.  If it continues to be a problem, please post back up here with further details - including the API call and parameters you are using to retrieve the data.  This will help us try to ...

Hi Jon, Yes, it's while requesting data from Method. It appears there is some new limit on how many fields I can retrieve for this table (one out of six tables -- I'm not sure why this is the only one with this problem). Yesterday I was able to finally synch Method with our server by creating a duplicate table and dividing the fields up ...

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Hi Let me see if I can help.  In order to begin - just to verify, you are recieving these errors while requesting data from the Method API?  If so, are you still experiencing these errors today?  Cheers Jon

Hi Rick, You can add statement charges in Method. It can be created using Customers>Statement charges screen in Method. Hope this helps. Please let me know if you are trying to do something else. Yashpreet

I built a RMA screen, and placed it under the "cases" tab within my method CRM. Every time I go to update the the table or fields screen I get an Error Message.  ------------------------------------------------------------------------------------------------------------------------------------ "We were unable to ...