Method Community

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 ...

It would be helpful to have the ability to select the Loop option in the Delete Records from Table action in order to delete all records in  agrid whose check box is checked. This is a very minor request as tha same goal can be acheived by using a Assign Value to Action Result action in the loop to give the delete ...

Hi, Whenever I try to sort the Contacts App List Screen Grid by an expression such as "Phone & Email" and a new expression I created called "BoatTypes" the contacts app list screen throws an error. Below is the error I get. Oops, something went wrong. Please try again. If the problem persists, sign out, sign in, and ...