Method Community

Would be nice to have a feature where we could either duplicate or "save as" an estimate, and also save estimates as a new "revision" keeping the old version....  Requesting this as a new feature that can either be added to Method "current" and/or Method "new" Thanks!

1 more question: Issue with my invoices: I can't get subtotal, tax rate, amount paid, balance due to populate when I enter items into the grid for line items. I'm not sure if I messed something up with the invoices or not. I don't think I changed anything. Some background info: I had some customization done to my estimates in ...

AWESOME! Thanks so much, I was able to do #3 and it works really well. I found a separate issue while testing it out though. It seems like not all of my invoices have been imported from QB into method. How do I make sure they all made it in there? The reason I know is because I tried searching all invoices for a particular customer. ...

Hi Justin, Thanks for your response, but haven't been able to resolve the issue.  I confirmed that the Add Contacts actions are identical on my Edit Customer and Edit Lead screen as in the stock screens, and I have not done any editing to these.  The "Full Name" field is populating correctly on the Edit Customer.  ...

Hi Robert, Is this still an issue for you? Let me know and I'll create a case if necessary. - Justin

Hi s.mcneal, You should be able to customize as much detail as you need into Method:New. Can I ask for some more detail? - Justin

Hi Alex, Either of those should work, but your better option is probably to insert them into the table (associated with current PO) and refresh. I would recommend saving the PO first. Hope this helps. - Justin

Hi Alex, Linked Fields are dependent on the dropdown they are linked through, so depending on what you've selected in the dropdown they'll show the data associated with that record. You should be able to update the table using actions like you described, and then refresh the grid to display the updated value. To add a new item ...

It is difficult to distinguish which contact in Method is associated with which job. This is a particular problem with finding the proper customer/job ciombination in the grids. Customer name will appear multiple times -- there is no information about which job is associated with, say, the second or third instance of a customer. Can work ...

Hi, Is it possible to generate multiple rows in a Grid by Actions? I'm working on PurchaseOrder screen, in my case, I need to create multiple rows in "PurchaseOrderLine" grid automatically. Each row should be fill with specific value (item, quantity and unit price) In the action, I can see "Insert new row into grid", ...