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Hi JWS, You might have already found the answer to this over the weekend, however you should see a new screen named the same as the dropdown you created.  When you create a new dropdown, it will create a new table for that dropdown, as well as a new screen.  If you go to the Customize->Screens area you should find the new screen ...

Hello Forum Viewers, We had a good question sent into our support email that we felt would be good to share and discuss with other Method users.  In my own words, the user was wondering if it is currently possible to offer sometype of alert to customers through an SMS text message, and then receive back confirmation ...

Hi JWS, I am going to look into this a little further when I have some more time, however for now I can hint to you where this action would likely be added. If you are using the "More Actions->Create Sales Order" Button from the Estimate Screen, if you go to edit this button, and choose the "Create Sales Order" ...

Hi Vlocke, What you have done so far wouldn't actually populate the Class Column in the InvoiceLine grid because this grid is based off another table, InvoiceLine. However, it wouldn't be too difficult to carry this value over to the InvoiceLine Table, per item.  This can be done in a similar way as how you ...

VLocke, Can you confirm that the Class you have selected from the Customer Screen isn't being saved to the Customer Record?  You can easily do this by going to Customize->Integration Tools, then Export the Table, make sure to include the column that you have named for the "Class" dropdown.  As long as you have ...

Hi James, I know you were fine with using the tag field as mentioned in the workaround above.  However, we have added a fix for this in the latest Method Update, meaning if you were to add the "Tag" field to any tabbed section of a screen, it now works with no issues. -Ben

Hi VLocke, It sounds like you are close, however it depends on how you have setup the Class Dropdown field in your Customer table.  You should be good if added the new field by going to Customize->Tables/Fields, then created a new Dropdown Field Name (in my test I called it ClassCustomer), and when you click "Add Field", you ...

Hi Adrian, This really depends on how your screens have been customized.  If you are creating an estimate from a Lead or Customer and you have chosen a specific "Price Level" option from the dropdown menu on either the Edit Customer/Lead Screens, then at this point, you have assigned a specific price level ...

Hi Andy, At this time, it is not possible to set SmarVault as the default option to load Documents to.  However, please refer to this forum thread where another User requested this same option a few months ago.  We have made a feature request to add this option to a future release.  Please keep an eye on the thread I gave the link ...

To Anyone aside from Michael following this thread, We have been able to solve this "Time Zone Unknown" Error when trying to open a Report in the Method Report Designer.  This seems to happen when there are issues with an outdated Microsoft Windows Time Zone Registry Key.  In Michael's case, it was specifically the ...