Method Community

@Lynda One way of accomplishing your task is by using the ItemInventory table with the QuantityOnHand field from QB. You can create a drop-down menu in Method, that contains an "on hand" field that will reflects the QuantityOnHand amount.  So when your sales representative are searching for the inventory item from the drop-down ...

@MisterBill I want to inform you on our recent update that addresses your concern. You can find this new feature on the Estimate screen and the release notes are posted HERE on our blog. Please let me know if I can be of further assistance 

Garrett - Welcome to our forum From your post, I have interpret the following situation : You are trying to create multiple work orders and want to perform this task all from the invoice screen. You are entering several Service Date items on the invoice screen and want those service dates to become work orders and allocate them in the Method ...

  @warren_nickus Currently in Method, the invoice screen requires each ItemLine to contain a value in quantity and rate fields. This is by design Within QB, when an invoice line item contains no values (null), we convert the null quantities and rates to 1 and 0 respectively. We have determined it would be a big job on our side if we are to ...

@warren_nickus It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) the result can be used in the ...

@smohyee  Yes, there is an action called 'Close Pop up Screen'. You might want to add this action near the end of the action set (in the pop up screen) just before moving to the next tab link. This will ensure the pop up closes before leaving the screen.

@smohyee [quote user="smohyee"]Please clarify one more thing for me: In step 8 there's the option, "This user only has access to specific existing tables". If I were to remove access to a table, would I still be able to view/edit the table fields (since no record data is provided in the table editing screen), and ...

  @warren_nickus Yes the issue was resolved by our current version. [quote user="smohyee"]On your login screen, look at the bottom for the option to switch to the "April version" of Method. Sales[/quote] What smohyee is referring to is how we periodically implement updates on our site. Before we implement a major ...

@smohyee Please check your property setting within the Report Designer for this field. In Design Mode, select the description field. Please make sure the Behavior of this field to have Multiline turn on (YES) Please see my illustration  

@smohyee Thank you for the clarification. To place restrictions to a user's account can be found in Customize > Users. To accomplish  the setting that you are describing then please take a look at Step 7, 8 and 9 (of 10)  If you are going to limit which tables a user can access then they will not have the ability open and ...