Method Community

HI there We are looking to move forward with Method.  Right now I would like to chat with some fellow Canadians who use Method and havd had some currency conversions done with CDN and US currency.   We sell within Canada but to the US and around the world as well.  Thank you Sherry

At first, I thought I figured it out. But now, i realized that if i use the Contacts table, it gives me everyone in Customer and Lead. I just want all contacts that are Customers. I have either gotten all contacts in lead and customer or only the primary contact from the customer table. I dont know how to do this. 

I have a Customer field in my report I want to Bold in my "before print" script event.  What is the syntax to change my Customer field to bold?  I can't use the build in conditional formatting because there are other things I am doing in this "before print" logic.  Thanks!

Is there any way to change the source table of the SalesTaxTotal, Subtotal, and TotalAmount fileds in the Estimate table? I have written a custom estimate screen that builds an estimate from a list of items that I don't want synced with QuickBooks. Unfortunately I didn't realize the the three fields above in the Etimate table are ...

Hey, Sorry for the late response. From my trial & error I was unable to follow that flow PO > IR > Bill. The only route I can think that would still be viable on Method would be to remove one of the conversions. The break in the process is Item Receipt to Bill as per SDK limitations. So you can either do that part of the flow ...

Method will be unavailable for a large portion of the weekend of August 22nd and 23rd as we change hosting providers to make Method faster for your. This means your Method account(s) will be unavailable as of 10pm EST/ 7pm PST on Friday August 21. Method could be unavailable for up to 48 hours, but it is our goal to have you back on Method much ...

Hey Sol, Great question. The issue in creating this function it relies on going to the name Customer.FullName in alphabetic order as per the Customer Grid (from the CustomerList screen). The next Customer.FullName does not always have the next sequential RecordID. For example: ID     NAME ---    ...

Mortaza, Did you find out anything further? Thanks

Hey Aaron, That's great to hear! The pros/cons for both routes do make sense. In terms of sending out Estimates I feel like the approach you have taken in my opinion is better. As you stated, giving your Customers an option to print only the Estimate they want is more user friendly. Appreciate the follow up. - Mortaza

Mortaza, Prior to receiving your reply I actually coded a solution the hard way which works well. I also tested the approach you suggested above and it too works, but works slightly different. When doing it my way, the PDF reports are individually generated and attached as separate files to the sent email. Doing it the way described by you above ...