Method Community

I created a screen SchedInv_WorkOrderList(2) as a template for what I am trying to achieve, but it isn’t quite functioning the way I’d like it to.  Here is what I am trying to do… The Activities (renamed as Tasks) and Work Orders need to show together on one screen. The main purpose of this unified screen is to be able ...

Due to the nature of our business, I am trying to find a working solution to combine all Work Orders and Task (Activity) Calendars into one unified calendar.  The main purpose of this unified calendar is to be able to gain an overview of all scheduled work orders and tasks at once, and to be able to drag and drop scheduled work orders and ...

In QB's, I am able to view Open Invoices and Overdue Invoices (which is great for our collections rep).  However, I have been unable to find a solution to separate and display the invoice data in Method.  Here is my issue: Open - The “Open” field (standard name “Balance”) is populating the combined totals ...

For instance, if I want to move an invoice from Foragers Manhattan to Foragers New York I choose the invoice for Manhattan and all of the contact info for Manhattan is in the invoice. I then click on the dropdown menu at the top and scroll down to New York and select it. Automatically all of the information from New York is populated into the ...

Thank you Loi! I just posted about this in a separate forum because I did not realize you had responded, sorry about that. But I was moving invoices this way all of last night but it is not working for me today. When I choose the customer that I would like the invoice to be associated with in the dropdown menu it populates the info for the ...

Last night I was working on reassigning some invoices but today I am not able to. Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select ...

When I design a new report that needs to be printed into XLS, it always creates an extra column after each existing column. So it looks something like this: https://goo.gl/JDkqcU It is annoying and I would like to ask for help how to prevent it. All my fields are alligned and are not overlaping. Thank you! 

Hi Is there a way to limit the items which are displayed when creating a sales order.  A lot of our items are parts which we assembly the finished goods from and as such would never need adding to an order. Thanks Rick

Hey Scott, Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along. Moving contacts will be difficult as you will have to use the export ...

We need the ability to get to recently opened screens. For example... Let's say I have the view contact screen open and then I navigate to several other apps. I can't get back to view contact without going to the contacts app and searching for it again. This is only one of several scenarios of where this happens. This ...