Method Community

Hey Lance, I can't speak to your script, but I add these elements to my Sales Orders templates all the time. I add them as fields beneath the address box so that I can add labels, like "name, email,phone"...They aren't quite the same as an address. Fran

Robert, Check the Entity table. In QB their is ONE table of names for customers, employees, vendors and other names and each name must be unique.  Hope that Helps. 

JWS, You can create subdetail reports in Designer... So if your two reports are based on same tables, you can set up as one report. This depends greatly on what you are doing. Fran

Hi DaveWalter, Inder is technically correct in his answer but that result does not leave you with a tracking of what changed and why.  You may not want to delete the original items from your workorder. In that case then you may want to consider adding a field or two to your work order grid, like a flag to if the line is a WO change and ...

Hi  Mattohm, You can add through the report designer.  Under Customize Templates you  have open to customize with Report Designer.

Hi Michaelo, The beauty of Method is that your leads and presales activities do not need to be in QB first. If you entered a customer record in QB first, then the "contact Name" (first name,  last name) as you set it up should appear in the  dropdown list in your Opportunity table.  This is ...

Hi aother suggestion is to use the Report Designer filter which is at the report or group levels. Look at the Properties tab on the right hand side.  You would want to use at the invoice group level. You can use a Max(txnDate) function. It seems like that should work.  Ben's suggestion using Invoice recordID would ...

Hi JWS, Is your design taking you below the margins?  or into footer sections? Or even one of your sections? Check the ruler grid on the right hand side or look at your properties. 

JWS. I have clients ask for this all of the time. You would have to do some customization on the Create Invoice screen .   So that the SO number is populated as your Invoice refnumber.  The huge challenge with doing this is that ALL invoices created from SO's would need to be done in Method. If you generated in QB, QB would ...

hi WaveTec, Sounds like a great process.  If I get you  - you have one actionresult which is combo part#/description.... With that  result - set up a new actionresult which joins this to build your list.   try using the char function --join with line break.. Then when you put into email body...one ...