Method Community

Hi Mahlon I'm not aware of any way to do this at the moment but I'll look into it and get back to you when I have an answer.  Jeff

I'm trying to create an order page on the Contacts Portal where our customers can place an order and it will link to Quickbooks.  I'm using the QuickBooks_SalesOrder template, but when I do that and log in with my test account, under the Customer:Job dropdown, it shows all the customers in my quickbooks.  I want it to just ...

Hello Mahlon,    I was not able to reproduce this.  Can you provide a screenshot of the error message so we can get the Error Reference code.  Also, what are you clicking when the error appears? Greg

Hi Marcelo In the PageHeader section of your report you can add a label that can be configured to show the count of work orders. Have a look at this video tutorial then follow these quick steps and you should be able to hit the ground running. Step 1 - Drag a label into the report's PageHeader ...

Hello Mahlon,    Good catch.  We are tracking this issue and it has been reported.  I'll let them know you are also having the issue.  Once it is fixed, I'll post back on the forum post. Thanks,   Greg

It is in the stock screen.  And it seems like it happens when for example: I completed an activity with Bob with Company A.  And then I click on schedule next activity with Sam with Company A.  It defaults the email back to Bob's.  They both have email addresses.  I feel that the person you ...

This would be a great feature to add.  When writing an email you have to click the spell check button.  This should be automatic like other email providers.

I have a report that shows completed work orders, how do I add a sum that shows me how many work orders are in the report?

I am not looking to do this with a stock screen. What I need to know is, with a custom screen and/or API function, CAN I apply a credit memo against an invoice with a custom screen in method for the following operations: 1) Standard credit memo / payment un-received on invoice 2) Credit memo to be applied to invoice with payment already ...

Have a new client who has a holding company and two subsidiary companies (with more to come), each one having a different EIN. I seem to remember a Method feature called 'Groups' (I think that is the name) that reminded me of the structure Joe Woodard has with his businesses. My client needs to access the individual EINs as well ...