Method Community

Hey Greg, What if you go to Manage Apps > Edit App (Estimates) > Copy (New / Edit Estimate) > OK Does it let you copy and customize that screen? If you follow these steps and still are not able to create a copy of the screen, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a ...

Hi Mortaza, Thanks for the info, but I'm having a problem. When I make a copy of the 'New/Edit Estimate' screen, I'm getting an error message whenever I try to load it. I even deleted the screen I made, made a copy of the stock screen without any changes, and tried to load the fresh copy. Unless I'm loading the original stock ...

Hi, I encountered an issue that some SaleOrderLine records are gone for no reason, and I can not find any audit log that delete thos item either in Method or QuickBooks log. Here is what I did: 1. Create a new Sales Order 2. In a loop of a grid (associated with a customize table created in Method), it will create 23 SaleOrderLine ...

Hey Ben, Great question. Using documentation I was able to put it together correctly. Firstly the functions: DATEDIFF() GETUTCDATE() And the code: SELECT DATEDIFF(day, Max(viewaccInvoice.TxnDate), GETUTCDATE()) FROM viewaccInvoice WHERE viewaccInvoice.Customer = viewContacts.Entity Layman's terms: take the difference in dates between ...

Help!   I have successfully customized our company's Estimate template with Report Designer.  However, I need to have the “item” field view/print only the "child" name/number and not the full "parent" name/number details.  Does anyone know how I could accomplish this ...

Hey Mortaza, Thank you!!!  What a wonderful welcome to the Forums.  Your code worked like a charm. A quick follow-up question:   How would you use SQL to retrieve "Number of days since most recent invoice"," if that is even possible? Thanks a again! Ben

Hey Kelly, It has been assigned to a Support member; it's in queue and they will reach out. I do notice we do not have a contact number for you to be reached at. When you get a moment please shoot me an email with that information and I'll update the case. -- Mortaza

Hey Greg, In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.  You can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens. Try that and let me know if you ...

Hey Ted, Instead of going through the trouble of customizing the screen, you can: - Click on Fill list with Contacts In there you have under Tags: "Include contacts" in your case you would choose the Tag 'wormer.' That will take you right into Step 2 which will show you the list of Customers that fit the conditions in the ...

Hey John, I was able to replicate the issue on my end. I have created a ticket for our developers to take a look at the error. As soon as I hear back from them, I'll update our thread. -- Mortaza