Method Community

Hi, thank you for your answer. But that is just it, we handle payments and invoices in other ways (I am not in accounting, so I am not sure how but we do not use QuickBooks) and it seems like we are paying for QuickBooks and do nothing with it.  So if we stopped using QuikcBooks all together, what other challenges (aside of ...

Hi AmsoniaLandscapeandDesign, These fields are all populated using the Text Change event on the Item dropdown field within the grid. I suggest you start by looking here. I hope this helps. --Audisho

Hey,    I am having problems with my estimate line grid not showing all of the details for the fields such as the description, cost & amount.  It has been working fine until recently but I am having problems with populating the date now.  How can I solve this ?

Hi PlanetOneNetworks,  I am not familiar with Asterisk, but the next question around implementation would be to what extent do you want to integrate - what exactly do you want to do?  Have you taken a look at our API documentation? We have api endpoints that support retriving contacts from a Method account ...

Hi jwalker, Our stock screens don't contain this functionality, but it can certainly be added via customization. If you're looking for a reference on how to create this functionality, I suggest you have a look the process for generating an invoice from a sales order. I believe that you would need a screen like the one you see after ...

Hi Kirsch Electric, If you've created a custom screen, you can tell Method which tab the screen should appear under by adding a Tab Link. To do this, navigate to Customize > Tabs and locate the tab that you want the screen to appear under. Then select Edit Tab Links..., find the screen from the dropdown, give the link a name, select ...

I work for a landscaping company. We are trying to create estimates for projects for customers and then create Sales Orders for the customers, Work Orders for the crews, and Purchase Orders for materials. I have seen how to create the Sales Orders and Work Orders from the estimates which can later be turned into invoices, but can we also ...

Hi Kirsch Electric, When you select the 'x' button in the top right corner of a field, you are prompted to delete the field via a popup. Did you perhaps check the "Prevent this page from creating additional dialogs" box? If so, you can re-enable it be closing and re-opening your browser. --Audisho

Hey Mahlon, Wanted to update you that this has been corrected. Both the extra decimal places and lineitem refresh. When you get a chance take a look and if it's still an issue please post back here. -- Mortaza

How can I link (and therefore view) my customized invoice (screen) under the Customer Invoice tab?  I find no place in Method or in this Forum telling you how to use a different screen shot than the screens automotically assigned when our account was created.  Please advise where I would go in Method CRM to make this change.