Method Community

Hello, I am finally getting around to implementing the customer portal on out site. I have a secure site so I want to use the iframe option. The problem is that the iframe doesn't dynamically re-size according to the content which result in either scroll bars or way too much whitespace to start (if I hard code in the height). Both of these ...

Hello Mahlon, It is working fine for me. I was not able to reproduce it on my account. I first added one chart object and saved it. I went back to the screen and it was showing the data on the Chart. Again, I added one more chart object to the same screen and saved it and it was showing data on both the charts. Is it just happening on ...

Adam Thanks.   I was hoping this was the casae.   Only one small problem.   If instead of appending the item onto an action ressult like you did if you try to use the record to retrieved information from the record and create a new record in a new table you will fine that only the distinct field is able to be found ...

The following updates are now live for users of Method:Classic.  Bug Fixes: Fixed issue with CreatedBy using the series CreatedBy instead of the current user when inserting new recurring dates. (PL-3779) Cheers, Jon

Hi Justin, Can you email me your account name, the report causing an issue and turn on MethodSupport for the account? I can take a look at this and let you know what I find. Adam

Hi Stewart, "Only distinct values" does what you'd probably expect and only loop through the distinct values in the table/grid you are looping through. For instance, if you're looping through your Estimate table and want to count the number of customers you've created estimates for, you can loop through the esimtate table, ...

The following updates are now live for users of Method.  Features: View QBO Sync Status and Results from QuickBooks Preferences page (PL-3500) Prevent website conflicts on incomplete web addresses (PL-3504) Updated QBD sync video on QBD sync steps page. (PL-3635) Minor improvements to Invite user. (PL-3231) Users now have the ability ...

Hi Ying,  Unfortunately, there's no way to do this through customization. That said, there might be a possibilty through the API but i'm not familiar enough with it. I would suggest posting to the API forum to see if its possible. - Adam

Hi Justin, This shoud be part of the stock estimate templates in the report designer. I suggest looking at the cost field of your template and the "Before Print" label script. See below: You should have a script that takes the "Amount" field and divides it by the quantity. That would give you the Sales price and put that ...

Hi Justin,  Can you clarify what you mean by banking info? Is it the AR Account of the invoice? Also, are you referring to the invoice print template or is there another report template you are using? Adam