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So, I am playing around with these two screens (as I am trying to make room for more tabs) and I am struck at how similar they are. Activities seems sort of like a more robust version of Cases to me right now. Could someone help me understand the difference in these screens and tables? I looked at the Method help files on them both and they ...

Hi Kupsol, Do you use the same currency symbol throughout? If so, why not remove the symbol from the field and use the account level value? If you can’t use the account level value for some reason, as a work-around, you can remove the currency symbol from the field and simply add a label to the left of it. Just enter the currency symbol ...

Thanks for your help. I deleted the currency symbol from the account level default currency symbol, but am still having problems. If a field is decimal, and I add the $ in step 4, it shows properly. If the field is currency and I add the $ in step 4, sometimes 2 dollar signs are shown, until the field gets calculated, then it shows one.

Hi Kupsol, There are a couple of places where you can set your currency symbol. 1. At the screen level: On the currency field (Step 4 of 5 > Currency Symbol) 2. At the account level: Customize > Display > Other > Default Currency Symbol The stock Method screens make use of the account level setting and do not set a currency symbol ...

Hi, sorry for my late reply but so far it looks like the issue has been fixed. Thank you!  

The following updates are now live for users of Method.  Users can now Sort, Favourite and change of the colour of app tiles. (PL-3416) We have updated the apps within packs. Cheers, Michael

Hi, I created several fields in the customer table of the type "Currency", and really regret it now. I am deep into customizing everything, but the currency fields never display in the browser consistently. Sometimes next to the field "USD" is displayed, sometimes, "$", sometimes nothing. If I add a $ in the field ...

  At Method, we give small businesses a customized solution fit just for their work. But we understand that a ‘made-for-me’ solution goes beyond customizing your Method account. So, we have split up our core Contact Management pack into smaller, more role-relevant packs.      What is it? Method is simplifying ...

Hi Rick, Customer name will vary depending on how you do this in QuickBooks. Generally, I find the following is true for most users. - If the customer is an organization, then customer name is the same as company name - If the customer is an individual, then customer name is the same as contact name (i.e. their first and last name) Below you ...

If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each Method user a home-base personalized to their role, ...