Method Community

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 ...

Love the new design and working with it on the back end!  Its so beautfiul, and fast!  Of course, I have a few suugestions:  :) if the font were slightly heavier, it would be easier to read on my laptop. I wish I could reorder tiles on the dashboard, wso the ones I use the most are on the top. I wish I could hide ...

Thank you Loi, I appreciate your response. I still need assistance with how to perform this manually without casuing errors that lead to a disconnect between the customer in QB and the customer in method. May I try an example and have you explain to me how to avoid any issue? Let's say we have a customer called Julie's Chewies that ...

OK, on a base level I got it to work. After looping through the cCustomer table (to pull a fullname for "parents" and then using a "resultwhere"(and an additional "resultwhere2") script to retrieve values from the Invoice table, I then made all the action results blank. Clearing the action result ...

The following updates are now live for users of Method.  You may have noticed a fresh new design upon logging into Method.  In addition to the new design, here is a detailed list of functional changes - Left Navigation Menu Removed: Manage Apps Now available via app dashboard tiles (See Dashboard ...