Method Community

Hi DaveWalter, You have a few different options to do what you are requesting, to Print different templates depending on which one you want to use, however these options would all require some basic customization on your Estimate screen.   One thought, would simply be to have 2 Print buttons on your Estimate screen, one would ...

Hi MikeB, Off-hand it's a bit hard to say why this has happened in your account, I have a couple questions that should help me get a better idea of what is going on here.  I understand you are using QuickBooks to assign your RefNumbers, however at any point did you have Method assign your RefNumbers, before hand?  Are we confident ...

Hi Retrotel, I might know the cause of this, however please confirm if this helps.  First off, if you didn't already realize this, if you click a Column header on any grid in Method, it will sort that column either alphabetically, or numerically, depending on what is in the fields.  So, by clicking on the "Date" ...

Hi JWS, Any chance you could include a screenshot of what you are asking?  I am looking at my own Estimate screen in Method, by default it looks like we only get an "Amount" total in the items grid, is this where you saw your rate total also? With the screenshot I should have a much better idea of what you are referring to. -Ben

Hi Rolf, I took a quick look at this issue you pointed out for the February Release, I agree with you completely, there seems to be an issue.  I created a quick test screen to add the SessionIP to a field on my screen, in Feb. Release, I get the same IP address you mentioned (obviously not my IP).  I then loaded this screen in the Oct. ...

Hi Ryan, I did a quick test this morning in my own Method account, mimicing what you are trying to do with your cases and Contacts Portal.  I logged into my Contacts Portal as a test Customer, went to the Customer Service tab, then clicked the "Question" button.  I filled out all the necessary fields, after submitting my ...

Hi Guy, I have been working on this since your first post, I have been trying to figure out a way for you to do what you are requesting, however I am having some difficulty.  At this point, my best suggestion, if it is imparrative you get this working, would be to discuss a solution with our consultants.  Based off what I have seen ...

Hi Guy, I received your email today with the WorkOrder template of what you would like to do with the Customer Equipment.  I just wanted to quickly add it here, again just in case any other Method Users are following this, this should give a better idea of what you are attempting.  I will be working on this tomorrow to see how this can ...

Hi Guy, If you don't mind, I would like to continue on with this from your original post, you had some more specific info here which I will try to use in my answer. With that said, just go to this link and any updates will be there. -Ben

Hi Guy, I am going to have to look into this a bit, I haven't had much experience dealing the wtih the Customer Equipment area in Method.  Also, I have a feeling that this has to do with your other forum post, here, that we had been going back and forth with.  I must apologize, after seeing this last post from you, I went back to ...