Method Community

I used Scheduling and Invoicing as well. I decided to spend the time to build a custom app myself. It's not too difficult, the work orders are just Activities (filter them by type - work order). This actually worked to my benefit, as there were many things in the old work order screens that I didn't use. My new screens are (or will ...

Hey Rick, Can you clarify where you are trying to limit these items? Are you trying to limit them from appearing in the item list when you add items to a sales order? If so, you are able to customize the item drop down filter to hide items by item name, item type or any other field name in the items table. Item type would be ideal if all of ...

I have downloaded the Report Designer for Method CRM, however I was having a hard time figuring out how to run a report I would like. I want to see what customers of mine have ordered more than one time (repeat customers) Is this possible?

I know how to build the selection list. My question is once the selection list is built, how do you loop through the values in the selection list one by one and do "some action" on each of the items. --Aaron

I would like this too

Hey Mahlon, A feature request was put in with our development team awhile back. The priority of these requests are based on how many users require the feature. Can you give me the account names that want this improved? -- Loi

I am generating Quotes & Work Orders for 2016.  I am having the following problems: When I select the variable timing option it allow me to choose a # of intervals but it only enters dates that are spaced at 14 days apart I am tyring to use the number of months the work orders are for & divide the total costs by those months but I ...

Hey Aaron, Yes it is possible. What you can do is use loop through a table using the "Build Selection List" option. You can build a selection list based on an action result which you can get from a text box on the screen. Loop through DocumentLibrary that has those recordIDs and run an action that you can see the result of (ie. Delete ...

This is CRITICAL. This work around was working until the new release was pushed last thurs. We did not discover this right away but a custom web to lead form wasn't working properly since. Quite a few customers did not get the download they had requested. Ideally a Load Web Page action would be much better than fixing this issue.

Unfortunately reassigning in QBO is not an option, I need to do it in Method. Its a long story but the customer that I am trying to move invoices from is no longer recognized by QBO becasue it is the remnants of a customer that was combined in QBO. So I need this method to work again. Could you please keep me updted on the progress made by ...