Method Community

A few weeks ago I finished customizing the print templates in the report designer. Today I was testing a few out by clicking 'print preview' and I noticed that while my estimate report generated all of the line items, my sales order template only shows the first line item and nothing else. I have attached 2 images of what my design looks ...

So I would imagine the best practice would be to have MIE running on the machine of someone who has quickbooks open all day? This way any changes that are done in Method by my sales people will immediately go into quickbooks? I have 2 seperate method databases (1 for US and 1 for EU). Some people will need access to both - does this mean I ...

So if a user is only using Method and not quickbooks, they technically don't need the MIE? Say for instance my computer is the one with admin priveleges and MIE installed, does QB and or MIE have to be open at all times for it to sync in real time? Conner

Hello, I have been working with my outside IT department getting these two pieces of software installed. They have asked me, "when installing the sync engine and the outlook plugin onto a terminal server, do they need to be installed per user?"

When copying a screen from one account to another, do both need to be in Pro Edition?

My company has two seperate Method databases that we are in the process of creating (one for the US, and one for Europe). Both of these will have almost identical screens, so after I am done customzing the US database I want to just copy the screens over. I see that this option is available, but only for Method Pro Users. Am I able to convert ...

Here is an image in design mode http://i.imgur.com/1N0ktfn.jpg. This is one of my tabs in the main EditCustomer screen along with additional info, contacts, activities, opportunities etc. 

Ah ok thank you for clarifying that. One problem I have when designing the screen is when I try to place the grid on the right side of my fields, it creates a blank gap. Here is a picture for reference http://i.imgur.com/IPICt8y.jpg  How can I make it so that the grid is placed to the right of the main fields, but does not create ...

When I am setting up the filter so that the grid only shows the current customers information, do I need to add 'customer" and or "full name" linked fields to the salesorderline table?

Awesome! Thank you again for all your help, it is much appreciated. Conner