Method Community

Is there a way to create a customized drop down field in the Case Activities screen that returns contacts but only those with a certain tag?  This is a new implementation of Method and we will probably have thousands of contacts in the database, but would only want this drop down to list those that have a tag equal to ...

January 21, 2014 Sales Orders  Updated filters in grids, drop downs and snapshot with improved filters. Fixed issue where tax groups were not showing up on Sales Order. (ticket #4180)

Hi Marcelo, You'll have to put actions on all the screens in order to have them run whenever a work order is completed. You'll want to lump the actions in with whichever action set completes the work order. - Justin

1. Item table comes in HNL which is fine. Our item list is in HNL which is our home currency. 2. I want forms (Estimates, Sales Orders, Invoices) to behave exactly as QB templates do when selecting a Customer in USD currency where all money amounts convert automatically using the exchange rate. We have customers in USD and in HNL. ...

Marco, Unfortunately, I do not have an ETA. I want to make sure though that this is what you're trying to do: Store your items' sales prices in the Item table in HNL Convert those sales prices to USD on the Invoice screen using the ExchangeRate set in QB Can you confirm, or advise otherwise? - Justin

Hello Justin. How long do you think this may take? Thanks.

I want something to happen when a work order is completed, but since work orders can be completed from different screens and a lot of different methods, where can i put the actions to make it easier?

When I go to the URL https://www.methodintegration.com/MethodAPI/service.asmx?wsdl&strCompanyAccount=XXXXXX&strLogin=XXXXX&strPassword=XXXXX it just returns with an XML listing of all the different api calls and fields. It doesnt return back with success and it doesnt return back with a list of table names.  In fact, the screen ...

Hi Marco, I've taken a closer look and there seems to be an issue with the Currency table's ExchangeRate field. I've created a ticket for our development team to look into it and will post back here with any updates. - Justin

Hi Jim, Sorry for the late reply. Thanks for pointing this out, I'll see about getting it corrected. - Justin