Method Community

Hello Mahlon,    Consistency is always important.  I've created a ticket for the issue. Greg

Hi Joshua Out of curiosity, which way did you end up using to hide the Payment tab? If you used a group for the users and used a conditional statement on screen load you can do a similar thing here. There is an action  called 'Enable/Disable Field/Object' where you can choose a field and set it to always enable, always disable ...

Hello Mahlon,     I did some testing.     For the Unique switch being read-only and not editable on the field table edit screen, I'll put in a ticket.  I was able to replicate it.    For the second issue, it's difficult to say what is going on.  There does seem to be a time discrepancy ...

Jeff, Thank you fore the response.   Basically we believe the sales team internally are editing the info somehow in Method which affects the QB side for our accounting needs.  Like we are finding CC# disappearing all the way to names being erased and that.  I have already hidden the payment tab within Method so the Sales Team ...

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Hi industrialrobotix I think it would be possible but unfortunately I don't know how to go about it. The forms can be customized to look how you want but I'm not sure how you would grab the page info. Please bear in mind that we won't be able to support customized web forms. Jeff

Hello pookiefeb,    It is a good idea for Method:New and is available for Method:Classic. I would suspect this came up when they were looking for HTML Editors to use with Method:New.   The issue is the HTML Editor is done by a third-party software developer.  Most companies do use another company's HTML Editor because ...

Hi Marcelo If you can filter the grid to only show the work orders you want to invoice then you can use the 'Invoice all...' link under the 'More actions...' button. This should run across all pages of a filtered grid. Would this work for you? If you wanted to invoice work orders that aren't in status of ...

Hey Val, Thanks for the info. That did the trick. Having the caption at the top of the screen where you add the actions would be much more intuitive.

Hey Matt, You can actually do this now it’s just not immediately clear the option is there. Here’s the basics: 1. Select the dropdown from the designer 2. Scroll to the end of the properties panel (for the selected dropdown) 3. Open up the Actions/Events options 4. Add at least 1 action to ‘Custom Row Click’ ...