Method Community

Hi Seth, Depending on the number of items you have, you may want to consider using a per item price level instead. This allows you to set a specific price for each item in your items list and will allow you to apply this price in both Method and QuickBooks. If you only need to apply this logic in Method, you could add a custom field to your item ...

Hi Method! We currently are developing a commission screen in Method. The process is done by linking the Activity Table (Work Orders) to a Commission Table. In our current report right now, the cost of the total items is displayed. However we want to be able to display each item per work order. So I need to some how need to be able to link the ...

I want to create a few dropdown fields on a customized screen we have. I know how to make drop down fields on a TABLE but I can't figure out how to get the dropdown item I made in a table to show up as an option to add to a SCREEN. I tried looking for aspects of the SCREEN to be listed somewhere in the TABLE list but I can't find ...

I recently set up a way to apply a set discount level to items from our price list, on our purchase order screen using Actions, and Basic Math Calculations with Conditional Statements. The discount applied is based on “Price Levels” of our customers (10% or 15 % off list price, etc.) However, we have about 25 items that we ...

Thanks Audisho, I've tried this step and I'm still having the same issue. I'll have IT look at it and see where the roadblock is happening. I'll post again once we figure it out.

Hi Asphault365, It appears there is a setting on your server that is blocking the download and installation of the plugin. If you have access, try adding https://www.methodintegration.com to your Trusted Sites in your Internet Options. If this doesn’t help, you can try playing around with the additional settings under the Security tab, ...

Hello, I am trying to install the Outlook Plugin for Outlook 2013. I am using Windows Server 2008 R2 and when I go to install I have the companies administrator user and password to allow access. Is there additional sercuity I need to change or allow permissions for to finish installation?

Totally Helps!  Thanks so much as always :) Maureen

The following updates are now live for users of Method:Classic.  Fixed issue with Webforms not using new email settings (Ticket AS-819) Fixed issues with adding / editing users within multi-tenant accounts (Ticket AS-848, AS-867) Fixed issue related to Lead contacts not being deleted when Lead record is deleted ...

Alright I will keep that in mind for any future posts with attached photos. The only reason was to adjust some of the visual aspects of forms to make it uniform, such as padding around the input text so that the text doesn't stick too close to the text box border. Not a necessity, but I was just curious.