Method Community

Hi Bshall, If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it. Our documentation on Method New customization is a lot more extensive ...

Hi Mike, Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)? --Audisho

Hello! Does anyone know if the edit customer screen does not fully refresh after I save and close it and open up a new customer edit screen? I am having some trouble with getting things to show/hide based on true and false flags. I actually remade the entire screen that I had already customized and set up a bunch of debugging messages and ...

We want to make some customization on Grid Wizard for Estimate Line for that we tried to follow these steps: We have copied Quickbook_Estimate page. We went to Estimate Line and clicked on Edit. Now we saw the Grid Wizard page.       4.Here we want to apply a logic of Total Quantity *Unit price($83)=Total Amount. So ...

Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...

Hi When preparing letters and small parcels for customers we use a label printer which we copy and paste the address into.  In Method, as the address is held in several fields this is not very convenient. To workaround this I have created a report on the Customer table with the Shipping address concatenated into one field.  I have ...

We fixed the issue by hosting the WSDL locally, but has reappeared. Emailed debug info to you. Hope we can get to the bottom of this...

Looking to make a custom app based off of the sales reciept screen to allow a manager to assign each sales reciept to a sales rep. I can't add this to the stock sales reciept since I am not the creator. In classic you could copy screens and tabs. What is the new equivelent for this? 

How do I set up/assign a few standard documents (or document links) so that portal users can download them?

Hi jwalker, You can print a route list of all work orders currently filtered within the grid. To filter for all users for the month, simply modify the date range to include the month and change the filter to All occurrences in date range. Once you’ve done this, select the Print / Email tab. Change the radio button for “Which work ...