Method Community

Hi Mahlon, Reporting back, got news that this is now fixed. I verified on my account the amount looks correct.  - Mortaza

Hello, If you are using version 44 of Chrome as your web browser, you may be experiencing slowness with Method. Take a look at THIS thread for more information. - Mortaza

Hey Callum, There is no way to assign more than one User to a Scheduled Report, those are QB Scheduled Reports. Can you copy and paste the field you are using for the Quantity in your report? On the stock screen under Qty we have: [EstimateLine.Estimate.Quantity] Is that what you are seeing on your report? In regards to the extra ...

Hey Jonathan, Could that Contact maybe have a duplicate for e.g. as a Vendor? Lead? I would still confirm by making sure their RecordIDs are same by exporting the Activities table.  This one maybe easier to troubleshoot via a screen share with one of our Support members, when you get a chance give us a call at the Method ...

Hi Daisy, and welcome to the Forums! Some initial thoughts: if your Sales Reps are working throughout different transaction screens (Estimates,SalesOrders,Invoices...) these changes will need to be added to each and everyone of those screen they enter their orders into. For this example let's use the Estimate screen, (these Actions will be ...

This should now be fixed, the screens should now load  - Mortaza

Hello, Unfortunately, there is no way to automate the sending out of the notificiation.  These must be sent out by a Method user when they click an event (a button for example). You can see THIS post for a more detailed discussion.  In the post, Jason mentions that you can use the Listbuilder to send out the notifications in ...

Hi Cindy, Looking into this now, I'll follow up with some information. - Mortaza

Hi Aaron, There is no way after the screen has been created. You can add Linked Fields to that table if you needed a field on the screen that is not there for you to choose. - Mortaza

Hey Mahlon, I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza