Method Community

Hi Marco, Dropdowns are sorted alphanumerically and unfortunately, you cannot specify otherwise. We understand that this is not ideal and the ability to sort dropdowns has been included in Method New and will be available when we launch. How are you building the filter? Have you tried using the Build selection list option? I believe this option ...

Hi Marco, I recently wrote a post on how you can handle currency symbols when dealing with multi-currency. I’ll quote my answer below, as I believe this applies to what you are attempting. If you have any follow up questions, feel free to post back. [quote user="Method_Audisho"] Within Method, the currency symbol is hardcoded in ...

Hi ayoung, If this is a custom screen, I suggest you take a look at the actions on the save button of the stock screen that are used to populate the updated values. Here they are. If you’re having this issue on the stock invoice screen, please give our support number a call at 1.888.925.6238 x2 and we’ll be happy to investigate ...

Hi Jason, I’m glad to hear you were able to resolve this. I do have a question though. Were you able to rebuild the button or do you receive the same error when you try to add it back? -Audisho

Hi Wayne, You can import activities into Method using the Import / Export tool. I suggest you head over to Customize > Tables / Fields, take note of the required fields and export your Activity table to study the field formats first. Then, when you’re ready, use your customer list to fill out the contact for your activities (keep in ...

Hi Mahlon, I received an update from our development team that this issue should be resolved after our next release. I’ll post back when this is available. -Audisho

Hi Jason, You can try re-publishing the screen or making a copy of the screen to re-generate it. If this fails, shoot me an email with the company account and screen names. I’ll have the screen regenerated from the back end and see if this fixes it. -Audisho

Hi ayoung, Did you select the Save button? There are some actions on this button that will calculate and populate these fields with the updated amounts. If you just selected Update on the grid or Print Preview, this is why the subtotal and balance due were not updated. -Audisho

Hi Brian, The only way to verify that a line is paid it by verifying that the invoice has been paid. You can do this by creating a linked field on your InvoiceLine table that links to the BalanceRemaining field on the Invoice table. You’ll need to create a button on one of your screens with the Generate Report action for generating your ...

Hi melpied, I’m not sure about your custom route list, but the stock one includes the date that the work order is scheduled for each work order on the list. The current date isn’t included anywhere on this. Perhaps you could post a screen shot of your route list so I have a better idea of the layout. I may be able to give you some ...