Method Community

Hi ayoung, If this is a custom screen, I suggest you take a look at the actions on the save button of the stock screen that are used to populate the updated values. Here they are. If you’re having this issue on the stock invoice screen, please give our support number a call at 1.888.925.6238 x2 and we’ll be happy to investigate ...

Is there a way to sort dropdown lists? I have a Accounts dropdown and I need to sort it by Account Number. If dropdowns could be seen in hierarchical view as well as flat view it would be great. I also need to filter this Accounts dropdown and only include some accounts. It wouild include some asset accounts and some expense accounts. I ...

One of my issues is related with the currency field in Estimates, Work Orders, Sales Orders and Invoices. It is not actually working. I mean if I choose a Customer and I include the currency code field to show in the form only home currency will show, and if a Customer has another currency code it won't show. We need users ...

Hi Jason, I’m glad to hear you were able to resolve this. I do have a question though. Were you able to rebuild the button or do you receive the same error when you try to add it back? -Audisho

Hi Wayne, You can import activities into Method using the Import / Export tool. I suggest you head over to Customize > Tables / Fields, take note of the required fields and export your Activity table to study the field formats first. Then, when you’re ready, use your customer list to fill out the contact for your activities (keep in ...

It's been a busy couple hours for us fighting this one. We have a temporary fix in place, and have directed all report generation to a different server group.  So, reports will generate again. I expect it will be a bit slower to generate reports while this temporary fix is in place, but they will work. My expectation is also that ...

yes pressed save. Order of what I did: went back into invoice added line items pressed update, then pressed save. balance due did not update.

We are experiencing an issue with reports not generating.  We're on it and will get back shortly with an update.  Thanks for your patience.

I have sent a response via email regarding the specifics of this issue. I have deleted the button that was causing this screen error/crash, and it has been working. I'm not sure how to re-create this error, but it is also mentioned in the email. If anything else changes or if the error comes up again, I will post here! Just for note on this ...

I have 320 customers that are in Method and Quickbooks which are listed on a spreadsheet after exporting them and working on them in a spreadsheet. I need to create an activity in Method for those 320 customers and it will be really time consuming to use List Builder to identify the 320 out of over 3600 customers currently in Method. Is there ...