Method Community

I have a situation where I am using jobs in QB. I copied the new contact screen and called it New Job.  I made some modifications to accommodate the workflow for adding a new job. While adding some actions to the Job of Customer drop down window I got this error message. I am under some time constraints. Can you please let me know ...

Hi scottaskinosie, You can use a simple Delete Record From Table action to remove all activities. I hope this helps. -Audisho

Hey again Audisho, I have one more quick question. I have everything in place and organized ready to migrate over but I am wondering, if something goes wrong, is there an easy way to delete all of my activities and start over? I have my backup of what I want to keep just in case that happens but I wanted to make sure that there is a way to ...

Hi mmcbride, It’s actually possible to perform some very minor customization to your transaction screens to include this yourself. You just need to add the LineOrder field to the line items grid on these screens. When adding new line(s), just give its LineOrder the value of where you want it to appear minus 1. For example, if you ...

Hi thesolarguys, I’ve opened and raised a ticket with our development team to investigate. I’m unsure what kind of work will be involved with this, but it may take some time to complete. I’ll keep you posted on any updates via this thread, but unfortunately, I can’t provide you with an ETA. -Audisho

Any updates? I really want to get these pages imported to my new account.

What is the status of adding this feature?

Hi jreytan, If you add Aero, you will be charged based on the number of active Method licences you have. If you have 5 active users / licences, but only 2 user Aero, you will still be billed for 5 Aero users. There isn’t any way for us to differentiate on the backend which users can and can’t access it. You can add and use Aero ...

Is this Add-on $15 per month per every user on the account or can it just be for one or two? Also, can one add Aero onto the 30 day free trial? What are the overall big 3 benefits? 

Hi Blake, It looks like this might be a bug. I’ve created a ticket for the development team to investigate further. I’ll keep you posted on any updates that I receive via this thread. Sorry for the inconvenience. -Audisho