Method Community

Hi, I want to have a month to date sales graph displayed on the home dashboard, sorted by rep. I have created a graph in Report Designer that I think should be right, however the results the graph displays differ to those shown when I run a 'Sales By Rep Summary' with a period of 'This Month To Date'. For the graph, I have the ...

We just lost a significant piece of data due to your bug on this email address and lack of response.  As the error message is just a banner flash it isn't obvious to the user that the data is not being saved--so it got missed. This was a poorly added change that conflicts with Quickbooks functionality which is what you guys tout...and ...

Intuit announced plans to discontinue their QuickBooks Desktop REST API and Intuit Sync Manager service as of March 2016. We wanted to confirm that this does not impact Method. Method’s QuickBooks Desktop sync engine does not utilize the QuickBooks Desktop REST API or the Sync Manager service. So, if your Method account is ...

I don't have any problem formatting date/time fields to remove the time when ising the report designer. However, I can't seem to figure out how to do it with a regaular email template. Please help me out here. --Aaron

I deleted a Linked Column action that referenced a control on the screen. I then deleted the control. I could not save my changes. I had to go back delete the column action  - save - and then go back in and delete the control it referenced. Was able to save....is that how its supposed to work?

Patttie,  One trick I have used to show and filter my  reports...is to add a field(s) to the company table for your date variables. And it only has one record so you know you can only have one set of parameters. This table shows on all reports.   I usually add a param1 and param2 field and use them for date start, ...

Is it possible to surface the number of QBO conflicts that need to be resolved on the Home screen by customizing it? That way if there is an issue my regular users will actually notice and then they can tell me to go fix them? Thanks, Bob

Mortaza: Thank you for the reply. A few follow up questions: If I create a custom field for the location, is there a way to map that to the location field in the Google Calendar sync? If I create an event with location data in Google Calendar on my Method synced calendar, how does Method handle that location data in Method? This seems ...

Thanks!

Hello Once Again , Is it possible to use the "Generate Report" action and then save the report into the DocumentLibrary? To be more sepcific, I would like to generate the report from the Customer->Estimate screen and have it saved in the DocumentLibrary as being associated with the particular estimate. I have already explored ...