Method Community

Hello Mahlon, Here's my answer. That tiny "x" on the search is not implemented in the mobile version. In order to clear the search you have you clear it from the backspace(on the keyboard) on the cellphone. -Inder

Hello jashley, Here's my answer. Here are few things that you can check. You can check the Customize -> Tabs -> Customers (Edit Tab Links) -> Estimates -> Edit Roles That Can View and make sure the staff role is checked. Coming to Ship to line make sure you have information entered in the  Ship to line filled ...

Matt,  Just an update on the issue, we have already created a ticket for this issue and I will keep you posted on the same. -Inder

Hello Matt, On which screen you are having issue, can you provide more details on the screen and what are you trying to achieve. That will help me in replicating it on my end. -Inder

As per your email, you mentioned that if you go to Proposal list and select the proposal for Fred Flinstones and click the print button, you get error mentioned in above post. You also mentioned that if you try the same thing in Method classic, by going to opportunity list and select the opportunity for Fre flinstone and click the print button, ...

Hello Maureen, The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates. The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before being displayed. Unfortunately, Financial ...

Hello InstaDry, Here's my answer. In the current version of Method, it is not possible to do that because of the limitation of the Calendar object. The only way is to manually filter them and select them. -Inder

I have already created a support case for you and we tried to reach you but you were not available. For quick support please call on our support line 1-888-925-6238 option 2 for support. Also, please turn on the Method Support user by going to Customize > Users > Method Support and make sure the checkbox is checked.

Hello Matt, Can you provide me some steps to reproduce it on my end. What kind of report you are trying to generate? If you can give me more details on that I can definitely look into that provide resolution for the same. -Inder

Hello Alex, You can generate these reports wherever you want. If you want these report so appear on Customer Reports screen,  you can achieve this by simply adding a object Button to the screen and assign Generate Report action to that button and set the filter according to your need.  Once this is setup, when you click ...