Method Community

Hi Mary, Thanks for the input, I've sent this over to our development team and will provide you with an update ASAP. - Ashur

Hi tom, If this issue is only affecting the one user while signing in with a specific browser then the issue is related to the browser settings. The most likely cause is that cookies are disabled in Firefox. - Ashur

Hi lifezz, Before starting any customizations you need to have drawn out your plan so you know what the process flow would be from beginning to end for your project, you can either do this on your own or you can speak with one of our Consultants. It's very important to plan out customization work properly because you'll need to ...

Hi Mike, The TxnMethodFlag field is a text field that can be used to "flag" transactions using whatever the user would like. So if the you want to use this field to mark Method only transactions, you can certainly do so. - Ashur

Hi Brett, This is not currently on our roadmap so if it's critical for the client to have this functionality then you would either have to build it for them or pay for our Consulting team to do it. - Ashur

Hey vdefabis, The issue should now be resolved. Please close your current Method session and log back in. Let me know if you encounter any problems. - Ashur

Hey buzzbizzstudios, Project Management isn't something Method is strong in right now but it is an app that's on our to-do list, however we don't have a timeframe to provide. If you were to undertake this currently, it would have to be done through customization. Check out this link to a similar article. - Ashur

Let me add-on to my previous post. Technically you CAN customize your invoice screen to include a Payment & Info section at the bottom of the screen, however when it comes down to updating/retrieving payment information, Method does not store any of this data anywhere; so when you enter the payment info on the customer screen and click Save, ...

Hi Shane, No what you're looking for can't be done, reason being those two screens (QuickBooks_Invoice and CRM_EditCustomer) are based off of different tables; the Invoice table and the Customer table. - Ashur

See edits below: The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents ...