Method Community

Hello Dan,       You can take the standard Sales Order screen and the given drop down for Customer and add your CustCode as a viewable option.  This way users can search for both the Customer name and Customer Code.  You can find these options in the Customer:Job drop down properties in Step 4.  In the stock ...

Thanks Fran for posting.  Your idea is a good one and is a fairly straight-forward customization. - Greg

Hello,     I've had a similar question on the Help Line and seen other customers customize the list to their own advantage.     The Customer and Contacts List is a list of Contacts sorted by default alphabetically.  With customization, you can either change the sorting order and/or add a new column.  ...

Hello James,    Unfortunately, I know of no list that has what is and is not included in Method.  Mobile is limited in v1.    Version 2 is going to be the answer to get Method mobile.  When the beta comes out, it will be for mobile devices and be optimized for mobile devices.  Version 1 is still the version to ...

Hello Sandman,     I have looked into registration in Portals and how people register.  There is no Portal login table or checkbox that says they can log in.  It's all managed simply from the Contacts table.  I see you posted yesterday and Ben gave a suggestion to put the PortalUserName on the screen.  You ...

Hello Mike,     I think the best option may be using the Report Designer and doing the calculations there.  I only know the basics of Report Designer, but I believe what you want done can be done and in a visually appealing way.    The only other thing I could suggest is trying SQL in an Action Result or use the ...

Hello shayaknyc,     This is more towards an accounting question, but I can help you out.  You can create an invoice for the client and re-create items for the images.  You can also create credit memos for the customer if you want to take away from the amount they owe you.      We do have a ...

Hello,     You wouldn't be able to modify the value from an email template you send to customers.  The fields on a template are merge fields.  You can retrieve the data from the database for the templates, but you can not send data back.  What you can do is give the user a link to the portal and have them log in ...

Hello,     I am looking for some clarification.  Is this to do with the Portal link or the Opt out of marketing and the List Builder?   What instructions are you following to paste the links? - Greg

Those are the correct gmail settings.  smtp.gmail.com is the Gmail server address.  Port 587 is used as the default port for gmail accounts.  You can leave the Port blank if you like.   I have not heard of anything changing in Method that would affect the emails.  Google may have changed something that is deflecting ...