Method Community

Hey, I've been trying to figure this out all day. Below is a screen shot of the area I am talking about on the Opportunity page. I want to add more information to be shown in the "Contact Information" section once I select an existing lead/contact name from the dropdown menu. For example, their email address, and anything else I ...

That will be awesome!!!

Received the following message when trying to open print preview in an estimate.  I assume that there is a field on the form that is not correct, but how does one diagnose that? "Error Action sequence order:3 ERROR: there was an unspecified erroe loading the report.  PLease check your Gereate report action to ensure all fields are ...

Fran & BLCPA, I've put a feature request in for this. I will post back here with any updates. - Justin

Hi Fran, Yes, you are right, and thank you for detail answer.  And, yes, to associate single SOLine with my own Product will do the job. Sorry that I did not mention a key part that my client requests, that is "Quantity" for every item line can be adjusted (1 or more.) The request is, in my client's case, one ...

Hi Justin, I have alot of clients asking for this functionality. Can it be put on the "Wish List" list? Fran

Hi Marcelo, Try putting the work order name in single quotations. I should also point out that the operator for "equals" is == (double equal sign). Hope this helps. - Justin

Hi Jeremiah, I've created a case for this issue, one of us from the support team will reach out to you shortly and take a look at this with you. - Justin

Hi Kevin. No, access to Method's developer account is internal only.  If you don't want to create a new QuickBooks Online account or don't have a Quickbooks Desktop you could sign up for Method and click "I use QuickBooks Desktop" You can still use all of Method's APIs.  Another option is take advantage of ...

Hello, Sorry for the wait. But I have some information here and we are able to accomplish this but it will require some customization. If you customize your C- ustomers screen you are able to add two fields that will relay that information. The first one being LastActivityCompletedDate which as the name states will ...