Method Community

When I manually enter in the amount and click update, it goes to 0.00

For my invoices I only need Item, Description, and Amount.  I see where if I click on the little star I can hide the columns I don't need.  However, the amount calculate off of quanity and rate.  How can I make this work so I onlly have the 3 columns I need, I can manually enter the amount, and then when I click update with will ...

Ok, I've done that and the doc isn't showing in Method.  Docs I uploaded thorugh Method show in SV but not vice versa. Is there something else I need to do? If I upload into subfolders inside the Method Documents folder will they still show in Method? Finally, can I link more than 2Method accounts to the same Smart Vault ...

is there a way to upload docs directly to smart vault and have them appear in method? or does everything i want in method need to go through method? i tried uploading a doc directly to SV and it isn't showing up in method. . .

Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

Am I wasting my time? I've found some posts about report designer only working on pc.  I have a mac . . . is there any way for me to custom design reports?

I need assistance viewing the webinars for report building.  I'm on a mac and can't get it to work.  I've installed the latest codecs and updated to the latest version of Flip4Mac, VLC, and Quicktime players.  I can get audio to work in VLC and Flip Player but no video.  Any suggestions?

My business is such that all of my invoicing is done to subcustomers in Quickbooks.  So far, I've been doing all the invoicing myself starting in Quickbooks.  Most of my customers were originally created in Method, showed up in Quickbooks, and at the time of invoicing I created a sub-customer in Quickbooks. I've now hired a ...

I am getting the following error message when I try to link SmartVault: There was an error verifying the user: Error: 'PUBLIC' is an unexpected token. The expected token is '='. Line 1, position 15. Please help

thank you.  this worked. i forgot to check the button to "update". i've noticed that when editing an opportunity, if i change the stage of the opportunity to one in the "closed" category--closed lost, closed won, etc.--the date in the CloseDate field automatically populates to today's date.  how can i ...