Method Community

When navigating to an Activity from the App Ribbon it would be really nice if it would open Edit Activity if the Activity is not completed. Had a client complaint today about the extra step required

I had two different clients that had issues with New Contact adding a colon in front of Full Name It seems to take care of itself if you leave it go long enough, however in the one situation we use jobs and we can't add a job until the colon is removed. Opening Edit Entity and click Save takes care of that. Behavior seems ...

Hi VLock, Unchecking the “User can sign in” box just sets a flag preventing the user from signing in to Method and removing the need for a license for this user. Unchecking the “Login is active” box simply sets the IsActive field for the user record as “false”, hiding this user from lists and dropdowns. All ...

Hi Kelly, This is possible, but the previous restrictions still apply. They are as follows: - There will be no physical link between the estimate and invoice records. You can create your own link in Method, but QuickBooks will treat these as individual transactions. - You will have to manually close the estimate in QuickBooks since the link ...

Method Team, When I go into Method under a user name I was under when doing some customization work I am able to go back to things like recently reviewed tables, etc.  Certain things are saved just for that user.  But now I do not need access to the account until we do another round of customization.  So I want to ...

Hi ghawton, I did some testing and I am able to replicate this behaviour. Unfortunately, I don’t see any actions on the screen itself for performing email address validation on save. Due to this, I’ve created a ticket for our development team to investigate. For the time being, the only work-around that I can provide you is the ...

Hi Mahlon, Thank you for bringing this to our attention. I’ve created a ticket for our development team to fix this comment. Audisho

Hi Mahlon, Thank you for bringing this to our attention. I’ve created a ticket for our development team to investigate and resolve this issue. For now, you will need to search for the field at the top of the Insert Controls section to select it if you are unable to do so from the bottom of the list. Audisho

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