Method Community

 

I have a few clients that view open orders in a list. They display quite a few details about the order and view it on a widescreen monitor. They liked the zebra striping in the previous version better. We could try having a hover state and see what they think. Personally I prefer the shaded rows because of scrolling through ...

How would that work in a scenario where let's say...you have an edit activity window open, but did not make any changes. Then you navigate to another app such as Invoices. From there you might go to Cases or any other app. Would this let me get back to the Open Edit Activity screen?

Hi ItfromValor, I have seen this when sending a report from QB to XLS. (in this case go to adanced options and uncheck "space between columns").  But I have not seen this behavior in generating a Method report with the report designer. I agree it is most annoying, cause once in Excel you can't do a thing with the data.

Hey Mahlon- How do you feel about a "Recent Records" feature similair to classic? Any screen that you visit that has an active record would go into that list.

Hey Mahlon- Thanks for the feedback. Why are your clients needing odd and even colours(zebra stripping) for rows? Would having a hover state on rows solve this?

Hey Victoria- Thanks for the suggestions.  We already have these items on our prioritized list for upcoming sprints.

My concern is estimates as our sales cycle is a long one, our estimates sit for 3-6 months before closing. I went to Quickbooks tab>transaction history and changed it to 365 days, and changed each item under that to 365, synced and still no transactions older than 365 days. On a seprate note, we have done our initial sync and I am getting ...

Update Field in Table action missing update from Expression

In Method Classic, I installed the "Method Scheduling & Invoicing for Quickbooks Online" app in order to create work orders for my field service reps.  I cannot, however, find any way to display this app in Method New.  Is there any way to bring this app addon over to Method New?  The reason I ask is because I am ...