Method Community

If I add a new Sals Rep in Method, Method retains the email address used and successfully syncs the data with QuickBooks.  However, for Sales Reps that were in QuickBooks before we started using Method, the email address is not syncing over to Method from QuickBooks.  I tried to delete the Sales Reps out of QuickBooks, so I could then ...

Hi John, You can do this by editing the EstimateLine grid on the screen. From Step 2 of its wizard, remove any of the fields you wish to hide. Then click Finished, Publish, and Save & Close. The fields you removed should now be hidden from your Estimates screen. Hope this helps. - Justin

Hi industrialrobotix, Which screen are you experiencing this issue on (where are you clicking to go to the existing estimate)? What browser are you using? Is either the calling sceen or destination screen customized? For your issue with images, so long as you've added a Picture field to the table, you should be able to check ...

When creating a new report, I noticed that the report will render very differently between the design view and preview view in Report Designer and the actual, live 'Print Preview' inside MethodCRM.  This is creating a world of OCD-aggravating problems for me. For example -- drawn lines will change width or height; labels will drift ...

How do I convert a Vendor Lead into a Vendor?

Hi Jeremiah, Sorry for the late reply. The chart is defined in the report entitled FieldService_Bar_WorkOrderAmountByAssignedTo. It is for all work orders in the date range, regardless of status. Hope this helps. - Justin

While the problem was temporarily fixed, It stopped working again.  Not only does it not automatically sync, it unchecks the enable box when you select the sync now, then you have to recheck the enable box and choose sync now again.  You can then choose sync now numerous times, but it appears that if you leave and come back, the ...

How can I add or update a lead source? I tried looking at both contacts and opportunities and have not been able to find a way to do that.

How do I go about customizing the Estimate to be able to not display the items cost and markup?  I only want to show the Amount and the Amount Total. Thanks

Hi Mahlon, Were you able to write down any of the times which this has occurred? Let me know, it might help us to narrow down the issue. Also, have you tried with a different browser? - Justin