Method Community

Would it be possible for Method to create the link between the Inoices app and the Customer table as well as the Payments App and the customer table. I have an edit customer screen with an app ribbon and I would like Invoices and Payments to be available.

Hi lzimmerle, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name as ...

I'm not sure if anyone else is having this problem... I already have a support ticket open for it.  It's a bigger issue than it seems for us because we do dozens to hundreds of sales receipt transactions a day. I discovered that for about the past 2 months (still checking if it's more) if a staff person deletes a transaction ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for December 17, 2014. Improvement - Auto-Apply logic has been added for payments made through QBO. (Tickets 4863, 2982) Fix - QBO Payments in transactions tab in Customer screen shows the updated unapplied portion of the payment. ...

Strange thing is... I needed to create a new grid for another purpose. Had no problems adding a view or modifying it after it had been saved.

Mahlon, I've taken a look and there's already a ticket in for this one. I'll keep you posted through here. - Justin

Hi furrywombat, This is not possible because SQL overrides are not stored. There is no way to retrieve them because there is nowhere to retrieve them from, they function only as a means to manipulate the way data is represented on screen. - Justin

Hi Matt, I've put in a feature request for this on your behalf. I'll keep you updated using this thread. - Justin

I was able to replicate this in a client's account... Still on my computer, but I have tried SOCC. I click the dropdown on the grid to select View. Here is the list of Views...I click Edit I get this

Is it possible to add work orders to customer portals? I'm trying to add a grid on the home screen to show active work orders with limited information.  I can't get the information to show up in it. Also, is there a way for a link to be added to pull a pdf of the work order?