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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 ...
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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 ...
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After the last week's platform undate, the logic behind syncing recieved payments table with QB desktop has changed. Regardless of whether auto payment or wait for sync approvals is checked or not, Method will sync a recieved payment with QB as auto apply even when "waiting for sync approval" is selected. This has broken ...
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Will there be a way to post, get, put... to a rest api or will we continue to be limited to consuming a soap service?
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Hey all,
I'm using a script to create a list of fields, based on checkboxes beside them. If the checkbox is checked, the corresponding price will be listed. I am using the following script example for each line:
+ Microsoft.VisualBasic.Interaction.IIf(GetCurrentColumnValue("IncludeEssentialsQuote")= -1 ,sNewLine + ...
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I changed the height of an HTML Editor object to 100 %. When I save, close and go back into the editor the height is reverted back to 100 Px instead of %.
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In an opportunity, if there is an estimate associated with it, the estimates tab shows for example (1) estimate. When clicking on that existing estimate, it takes you to the "New" estimate page...
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We have specific web page for each technician and the send outs are controlled by one user for several technicians who do not have access to Method. They are listed as a user with no logon access in the system. Each link is specific to the technician, but the work orders for the technicians with the AssignedTo function.
We ...
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Hi Matt,
I don't have an ETA at this time, but I'll do my best to get an update for you.
- Justin
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We integrate and synch with Quickbooks. In QB, we have customers set up as preferring their invoices to be emailed and there is a check box that automatically appears when an invoice is converted from a sales order that says "Email Later". But this box is not being checked on the invoice in QB after a sales order is created in ...
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