Method Community

Hello! I am trying to create a summary for a group, but calculate it only for items that fit into specific category. I cannot figure out a way how to make a conditional summary, does anyone have experience with that? I would really appreciate your help! Thanks!

Any ideas as to when we can expect this?

Hi Mortaza, Sent.

Hi, In Default Bill screen (or maybe all default screen with left-right panel layout,) after clicking "+" sign to "Add more rows" in "Existing Bills" section, the "Item" section in right panel is moved down as well. It seems that this "Item" section is aligned to bottom of the ...

How can I... 1. Have my web-to-lead form automatically assign a completed submission to a particular campaign? 2. Have my web-to-lead form automatically assign a submission date to the lead? I have a custom date field I use already. If so, can I use this or another default field?

Hello its me again! I have been asked to figure out a way to sort/create a list of customers who have purchased a specific product. For instance, I want a list of all customers who have bought ProductX over the past year. Is there a way I can just bring up ProductX in Method and view who has purchased it and when? Thank you, Conner

Hey Aaron, There are many backend Actions being processed on the Estimate screen. I would start by looking at the OnScreenLoad actions and then head over to the hidden object on screen: 'OnPopUp-Apperance-DONOTSHOW' I'm not sure if you are starting from a new screen, if so - would an option of copying the Estimate screen and ...

Hey, We can do that with Method, I would categorize it under Intermediate to Advanced.  There a few different routes to take. here is one approach working with the Contacts Table: 1) Add a Grid object and attach a Filter to the Grid: (where 'Tag' = to the Tag you have chosen) The Grid now shows the list of your Customers ...

Hey Jonathan, Can you please PM or Email me your Company Account name? Also please turn on MethodSupport User by heading over to Customize > Users checking the radiobox for MethodSupport. This will allow me to login into your account, I can take a look here from my end and report back with what I find out. - Mortaza

Hello, Does the QuickBooks_Estimate screen have custom programming going on in the background to add the functionality of the estimate line items? I am trying to create a duplicate of the EstimateLine grid, but my grid does not populate the description field when an item is selcted from the Item dropdown. Thanks