Method Community

Small businesses need to provide top-notch service to keep their customers loyal and to stay competitive. So, to elevate the level of customer service Method customers can provide, we created the Cases app — an effective tool to track and resolve your customer’s concerns or requests.   What is it?   The Cases app is a ...

Hi John, Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here. There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be ...

Hi There, This is certainly possible in the report Designer. The easiest way to accomplish this is to edit the existing Estimate Print template, and find the section labelled "DetailReport - "Estimate.EstimateLine.Estimate"'   Clicking on the ellipses beside Filter String will bring up the options you are ...

Hi Mike, Setting the Default value of a YesNo field is actually a screen level action. Meaning you are just checking or unchecking the checkbox by default on the screen you are using to add/modify records, and actually has no bearing over what the default insertion value is. So to answer your question, if you were to add an ...

Let's say I want to add an attribute to all of the items we sell: "IsIncludedInReport". I insert it as a column in our Items table. The purpose of this is to weed out certain items that should not be included in sales reports. This can be easily done in Method, and I can set a default value of "YES". But what happens if ...

Ultimately I want to format the mobile page so it fits perfectly on a smart phone screen. I don’t want to have to scroll left or right, but would like the screen “locked” so-to-speak as on a normal smart phone app. Couple of questions: Is it possible to lock the screen (mobile version) so I cannot zoom in, or scroll to ...

Perfect, email recieved.  Thanks Jonathan. -Ben

Hey Ben, There are no SQL overrides for the table. I'm using the standard one and I never change any of the code inside the transaction table. Please find the screenshot,

Hi Ben, I've sent the email.

Steve Yes, we would be able to call a 3rd party API any time a new order is created within Method. Example - I create a Sales Order in Method.  Clicking the ’Save’ button initiates a call to 3PL that pushes order information into 3PL.   Yes, we can query an outside API to retrieve information like tracking numbers ...