Method Community

yes, please advise we want to start invoicing through method.

Thanks so much I set up the action set looks on the check box and it looks like it is working after check box is checked. The other issue now is, when I go to the edit customer screen the job number that was created in the new customer screen, is not there. Any way to have the job # information automaticially transferred from the new customer ...

I also wanted to ask about the insert job number button that is underneath the insert job number box. What is the purpose of this button? Was it only created to customize the action of generating the job number in the read only area box or does this button give me the option of creating the job number when clicked and when not clicked no job ...

This worked very nicely. One thing I need to do now is my Customers and Contacts are all entered in the new customer screen and I realized that my contacts will also have assigned job numbers. I created a box with a check mark that asks is this a job? and if it's checked, that is when the job number should be created. If left unchecked there ...

I did it and unfortunatley I am still receiving the same error.

I am trying to create an invoice in the edit customer section. When I click new transaction then Invoice. I receive an error message that says Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Invoices'. This Tab Link may have been deleted, or if you copied the original Screen from another ...

I did the customization under the new customer screen2 because the all my curerent customers in the edit customer screen2 already have job#'s, I have assigned previously and I do not want to change them. In the new customer screen, I followed all the steps and put the job number box where I need it (by the customer name. However, I am ...

I want to assign a project manager for each job creation. Is there a way to create a dropdown of Project Managers in the New Customer and Edit Customer screen even though some might not be users of Method yet?

I would like to rename the drop downs in job status to make it clearer for our employees. For example the current dropdown are Awarded, Inprogress, Completed, NotAwarded. I want to rename them as: Awarded/Approved Inprogress/JobStarted Completed/Closed Not Awarded/Closed If I can also create a box that allows the job started date to be ...

Only the new customer job entries will have the Method assigned job #. I need the current job numbers that we created, for all our past and current jobs, to remain assigned, as is,and not change. We want to start the Method job# creation as of the day customization is complete, and use it only for the new customers from here on. All previous info ...