Method Community

Justin its detail informationed  https://stickeryou.wufoo.com/forms/s13gwzvp0biji9f/ We collect for the purposes of providing a quote . It also has logic that jumps around depending on answers propespect provides

Hi pdx971, The HTML Editor is static in size, the input lines entered in the Textbox/field properties will only affect a regular textbox. - Justin

kefpa01, I should mention: you could untick the checkbox for read-only and use some actions to effectively make the textbox non-editable. You could do this by saving the contents of the textbox to an Action Result on the Gain Focus event, and then re-entering that Action Result into the textbox on its Lose Focus event. This ...

Hi kefpa01, Sorry for the late reply. There's no way to make a textbox scrollable within a certain space. If you were to do this in a grid, you could hide the text behind a "more" link after a certain number of characters, but this isn't possible with a regular textbox on screen. - Justin

Hi Mark, A RESTful api is on our roadmap for the future of Method.  I do not have any dates on when to expect this, but this is on our radar and we understand the importance of having a RESTful api when it comes to integration.     Cheers Jon

Hi Marco, This is now resolved. Here's what you'll need to do (in order): Log in to Method Change your ExchangeRate in QuickBooks and sync The new value should sync over and be available for use within Method. Let me know if there's any issues with it. - Justin

Hi Justin,   Thank you for your response the other day in the Forum.  I updated the tables as instructed, but I’m having issue of adding to the screen.  Which screen does the users table  show up in?   I checked the employee screen and cannot find it in there.  

We are planning to generate "Leads" for existing students that need to have a case opened for them. We do NOT want to add them as a customer, as they may not have paid for anything yet and because it could add a lot of customers to QuickBooks. We create a new lead and assign them a case. In the email template for the CaseUpdate, at the ...

Justin, Thanks. --

When I create an estimate or invoice for a customer from scratch, It will automatticaly pull the campaign info from the customers table. A Problem I have found, is when we convert work orders into invoices, the campaign info does  not automatticaly populate the campaign field in the invoice and is causing us problems with campaign ...