Method Community

Hi swm023, If you edit the "Edit Opportunity" screen (create a copy of it first and replace the tabl ink), and you go edit the "Go Back" button's actions, you'll see that it decides what screen to go back to depending on where you were last. You can follow the same pattern if "If last screen is Opp List" then ...

Hi Francisco. I'm a little bit confused -- what do you mean by show/hiding an entire grid without placing it on a section? In general, the way that you would accomplish something like this is the action "Show/Hide Field/Object" which is find under the actions subcategory *SCREENS*. You can use that to hide individual fields of ...

H on Mei k.hahn, Unfortunately there's no way to really record a signature on Method when processing a work order, sales order or Invoice. Your best bet would be to create a document on Method containing the image of the signature and associate it with the customer (use the "Document Link" feature by clicking New Document Link ...

Mike, Just an update about my comment on why notes are located where they are on the EditCustomer screen.  This was done because we didn't want our users to mistake using notes as Activiites.  The notes section was added to the More Actions button so that a user in Method would be able to easily access/view any notes for a ...

Hi Mike, It looks like QuickBooks doesn't like receiving an empty field after it has been populated.  I did several tests based off what you said, and agree if you add a note in Method for a Customer, sync to QuickBooks, then try to blank out the note from Method, QuickBooks doesn't allow this blank value, so it keeps the ...

Hi Skye, I did look into this a little further, and I was actually given some good suggestions on how you could make your own type of lock.  I haven't had the chance to attempt this myself yet, but figured I would at least give you some ideas while I am working on this.  There are a couple different approaches you could take, to ...

Hi Skye, From stock screens I am not sure this is possible, however please give me some time to look this over and I will get you a firm answer on this. -Ben

Hi Laura -- Please see my previous response. We can try and handle this via the phone. Naeem

Hi Laura, Unfortunately I can't seem to replicate this issue on my end, and it isn't something that we've encountered before, so I can't offer any immediate suggestions. If you've got the time, please give us a call at our support line (1.888.925.6238) and we can try and work through the issue on your ...

Hi Laura, Apologies for getting back to you so late. I'm not seeing a "Notes" section on the right-hand side of the "Activities" screen. Can you tell me exactly where you're going and what you click to reach this note section and submit a note on an activity? Cheers, Naeem