Method Community

In QB Work Orders are Sales Orders, but not in Method. For what I see WO's dont sync with anything in QB. What's the advantage of having it configured this way instead of WO being a SO by default? Thanks,

Hi industrialrobotix, I did as you described and was directed to the New / Edit Estimate screen. I believe this is the expected behaviour. Are you experiencing something different?  - Justin

For almost a year since we started using Method, we have used a QB user other than admin for the quickbook login and MIE worked great.  Now I'm told the qb login should only be the admin user for us to avoid this time tracking error we had.  

Hi GroGeren, Take a look at this forum thread. Does that help? Let me know. - Justin

Hi TLoock, There are To be emailed in QuickBooks? checkboxes on the various transaction screens in Method (Customers > Invoices, Customers > Estimates, etc.). Hope this helps. - Justin

Hi Lance, Try doing a complete uninstall of the plugin, then restart your computer and install it again. If all else fails, give us a call on the Method support line at 1.888.925.6238 x.2 and we'll be happy to take a look. - Justin

Hi Alex, 1. The Select event is used in non-editable grids. It makes the column into a clickable link, and runs the listed actions when that link is clicked. For example, in a non-editable grid you could have a Customer column and use the Select event to turn it into a link that shows that customer's details in a pop-up. 2. Take a look at ...

Hi Alex, You'd probably want to put these actions on the Text Change event of your Item dropdown. That way, when you select a line item it will enter the depot location for you. Hope this helps. - Justin

1) We add an e-mail field to the estimate that is separate than customer account bc we have to do A LOT of estimates, and dont' find it necessary to build an account for every potential customer/estimate we do. So we have a "quotes" account that is for all potential customers that have not purchased from us yet. Because there are ...

I wuold like to display, in read only mode, a field containing a long set of notes. Because they are long, I want them to be scrollble within the number of lines set for the field.  Unfortunately, when it displays in read mode, the entire contents are shown and the Section gets elongated.  Is there a way to make a text box ...