Method Community

The following App updates are now live for users of Method.  Contacts App Updated Contacts List - now has Full Name, actionable phone numbers and email for each contact Updated Edit Entity screen to allow QuickBooks Desktop users to update SalesRep (Ticket AS-723) Automatically close View Contact screen if the entity is deleted in ...

I have tried updating on several different devices and operating systems (laptop, desktop, surface tablet) (Windows 7, Windows 8) and it still shows that I am on Chrome 44.0.2403.125 m. Is there some other way to get version 45? Kathy Z.

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

Update: I figured it out. The QuickBooks_Estimate screen is based on the Estimate table yet One the EstimateLine grid is based on the EstimateLine table. If I add a new grid to a copy of the QuickBooks_Estimate screen I have the option to attach a table to the grid. The dropdown allows me to select the Estimate, DocumentLibraryLink and ...

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 ...

Method has been very slow for us the last week. Is there anything that would be causing this. Thanks,

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 ...

Couple of problems I'm running into that hopefully someone can help me with! Firstly, is there a way to assign a scheduled report to multiple users? I want two different accounts to have access to the same report, but I can only see an option to assign one user. Obviously I can set up two instances of the report and assign each to the user, ...