Method Community

Hey AmsoniaLandscapeandDesign, Are you trying to find your created report from the custom report option in Method? Our stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you ...

I can no longer expand text boxes vertically, only horizontally

Had a client complain that they are now scrolling more because the new release has more vertical space between these objects.  

Slight misalignment on screens with checkboxes and radio button

Not enough room for internal note on action pop up

The previous version had an X to clear the search box. Had a client complaint about this.

I had a client complain that the left navigation bar pops out too quickly and makes an issue in their processes. For example they have a screen called batch processing and they need to check rows on a grid.     All they have to do is sidestep a little bit and this happens.

Hi Mahlon, The new update we deployed to M:N came along with a lot of bug fixes. This should be resolved, but if it’s still an issue, please make another post and we’ll have our development team investigate. Keep in mind that it really helps if you can provide steps to replicate the issue. Thanks, --Audisho

Hey Justin, You can set the estimate to be inactive on the estimate screen near the bottom of the screen. There is a checkbox that will allow you to set the estimate active so if you uncheck it , it should help you with your conversion rate. This applies to QuickBooks Desktop. If you are using QuickBooks Online then there is a drop down near ...

Hey Trish, We just came out with an updated UI for our New version of Method. Method:New is entirely mobile friendly and will resize properly depending on the device you are using. You can take a look by CLICKING HERE. The best way to experience Method:New is to get in touch with your Method Success Coach and they will give you access to ...