Method Community

Hello, Is there a way to preview tan estimate email prior to actually sneding it (ideally with merged fields already merged)? For example, suppose I wanted to add a quick personal comment at the end of the estimate email template text to add an extra customer service touch. We prefer to send our estimates/quotes as attachments ...

I figured it out I already had the field in the table so here is what I did In the report designer I added the field twice to the top of my report Add a summary to each field (1 Min and 1 Max) for the report See screen shots below I added labels to identify what the dates were Now when the report is generated it has the ...

Hi there, It appears that case numbering defaults to 1,2,3,... is there any way to set cases to begin with a different number? Thanks! Sarah

Hi Mortaza, That was it. Thanks, that saves me lots of time. However, this issue also raises some questions: 1. It seems that order of RecordID and TxtLineID are not always the same. In my case, RecordID is in the order I inserted those BillLineItem, however, TxtLineID is not, it is quite random. Is it the correct behavior? 2. If this ...

Hey Joe, Welcome to the Forums. There is no on screen field that will let you input a location. You can either leave the screen stock and add location information within the Activity comments. Or if you wanted an explicit field on the Activity screen that will allow you to input a location you can accomplish that using customization. > ...

Hey Alex, Please take a look at the last post in THIS thread, it looks like it is very similar to your conflict. - Mortaza

Hey, Sorry for misunderstanding the question. To capture on screen fields onto a report you must first add that field to the Table. Example: On my Estimates report I want to show a Date that was picked by a User from the Estimates screen. When the User clicks Print Preview the Report opens with that date field on the report with the date set ...

Hi, I'm using QuickBooks 2013 windows, and there are two Bills that are reported with conflict. The error message (of one bill) is like: QuickBooks returned an error when adding/modifying a accBill record. The error was: The "LinkToTxn" field has an invalid value "TxnID=2962D-1439372359, TxnLineID=2964A-1439372359". . The ...

New Method user here, so bear with my learning curve. If I'm scheduling an appointment with a customer, I create a new meeting activity that will show up on the calendar. Is there a way in that meeting activity to set the location of the meeting? I'm not seeing it and assuming I'm missing something obvious...

Mortaza, Thanks for the timely resposne! Ok so since it doesn't support PO->Item Receipt-> Bill, I just need to replicate these actions in Method. To do this I need to be able to edit the "IsFullyReceived" field in the PurchaseOrder Table, and the errors I get are: If the picture doen't work the error ...