Method Community

I need to create a Sales Order from an Estimate in Method.  I want to call it an Order Confirmation.  After I send an Estimate and the customer sends back a PO, I need to send an Order Confirmation and an Invoice.  This is how my corporate office wants me to handle it.  I don't need the have the Sales Order convert into the ...

Hi CDvin, You called in to support and we spoke on the phone. As was made aware to me today, this is actually a known issue that is affecting all accounts. At this time, portal username registration is not working. Our development team is currently investigating the issue. As we discussed, I created a case and will follow-up with you once the ...

Hi Mahlon, The issue that I described above with estimates has been resolved. Please test this yourself and post back if you believe this to be still an issue. Are you still having problems with sales orders? -Audisho

The following App updates are now live for users of Method.  Estimates App Corrected issue whereby estimates displayed as 'undefined' within App Ribbons (Ticket AS-838) Cheers, Jonathan

Hi Blake, Sorry that it took so long for me to respond back to this. I was informed by our development team that this line break functionality is actually done by design and I wanted to see if I could come up with a workaround. I did some testing and it appears that different elements in Method will display the line break differently. I did come ...

I thought that is what i needed to do. Here is the work flow I want to create. Create new lead. Lead is converted to a customer. Customer information and associated work order is entered. Work order could be roofing material, labor, guttering, repair work order. The work orders are then merged to a template that is easy to read and ...

Hi Stephen, Why are you trying to create a custom screen? Could you not use an estimate, sales order, invoice or work order for this? If you can explain the workflow that you’re trying to create, I’ll do my best to make some suggestions on how to accomplish this. -Audisho

Hi Mahlon, Thanks for bringing this to our attention. It looks like when you only change the case of the Name, an update to the FullName field is not being triggered. I have created a ticket for the development team to investigate and will post back once this is resolved. In the mean time, you can force it to update by adding any character to ...

I am wanting to know how to create a new tab called Roofing.  Under that new tab, i want to be able to enter data into fields. This screen needs to be linked to a customer. Each time i click on this roofing tab i want to be able to either create a new roofing order or lookup previous orders by customer.  I know how ...