Method Community

New Contact at top of screen

Hi Mahlon, Where can I locate this GoToContact control? -Audisho

Hi Stephen, Much of what you listed here is already available in Method without the need to customize. If you haven’t done so already, I suggest you install the Field Services application, as you’re going to need this for work orders. If you’re not familiar with the work flow used within the field services app, we have several ...

Thank you for the post.  I do not need the Sales Order to be converted over to QB Online Plus.  I just need to create one from an Estimate.  I need the document to be called "Order Confirmation".  Once I create the Estimate then I send it to my customer.  If they return a PO, then I send them an Order ...

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 ...