Method Community

Hi Katie, Great to hear you are enjoying Method! As for your feature requests here, these are definitely some useful suggestions. Im going to log these requests with the team, and Ill be sure to bring up at our next meeting! For your last point -  'when I used the advanced search on the donations page, if I choose tags, none ...

Hi Sam, To set the default view to be 6 specific technicians, follow the steps in my last post, except in the 'TextBox1' object (which was blank in my original example) set the default value to contain the names of your 6 default users separated by commas (ie Ben,Sam,Inder,Marcia etc...). There is one important thing to note ...

Thanks Ben.  I lost some notes and job item descriptions on work orders.  I spent time this weekend fixing most of the problem and the remaining is all on old work orders that have already been invoiced, so I am not going to worry about that.   I will sometime in the future schedule an appointment with a customizer to ...

Hi Maureen, Unfortunately we dont have access to a 'previous version' of a specific table per se, but we Do have access to Backups of your entire Method database. Unfortuantely we cant just restore specific tables/fields by restoring the backup however, and the whole process would likely need the involvement of one of our ...

I got it to work.  If it gives me any more issues will let you know. John M

Greetings. The state of California is requesting I upload a file to them once a month. I have two choicles. A report or a XML file.   Can Method do a XML file and have it download to me?  Not sure what this file type is but was wondering.  Thanks! John M

Hello I have a quick question about the quickbooks dashboard, why do we have two records show up from yesterday on 4/17/2016 when "Show transactions entered since:" is set to today 4/18/2016? Thanks

I second! If you are trying to move the cursor to a field on the left and move slightly too far to the left, the menu expands and confuses the user.

Hi, I mentioned this in another post but I just want to make sure it can get fixed as I don't think it's working very well - the column sorting of a list.  I'm sure this pertains to the Contacts list as well but I've been working in the Donations list. If I am on page one and I sort by date, then I navigate to page 5 and ...

Hi, I am really enjoying using the software. Here are some items I've noticed would be useful to have in Method:Donor: - When viewing the main list of Donations, the navigation at the bottom is only one page at a time. Could you please add a button to skip to the first and last page?  - In this same donations list, when you sort (by ...