Method Community

  I’m sure as a small business you’re always looking for more ways to increase your sales, which means you need an easy (and efficient) way to fill your sales pipeline with qualified leads. This is why we’re excited to tell you about the Method Web to Lead App — a simple, effortless way to collect sales ...

Hey Gloria, You can't accomplish that using Calculated Fields; you would need to use Scripting. Take a look at our Report Designer Help Center articles, specifically: Solution No. 416 Scroll down to: 'Calculated script for getting parent' You would need to modify the code to get it working with LineItems/Retrieving ...

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 ...