Method Community

Hi Lance, The EstimateLine grid's Update link saves the grid and refreshes it. My thinking is that it's simply a Save Grid action and a Refresh Grid action. It is hard-coded and non-customizable to ensure that we remain consistent with QuickBooks, and are not undermining the process by which QuickBooks would calculate these fields itself. ...

Hi Grif You can email the PDF to support@method.me. I'll have a look at it when it comes through and see if there are any hints as to the problem. Jeff

Hello grif@myredhats.com,    I checked on my own account and the Send an Email? is not currently on the activities screen.  The goal is parity with Method:Classic so I know it is on the roadmap for future feature development iterations.  If an email has come in, you do need to manually copy and paste the email into the ...

Do you have an update on this yet? I have a client using QuickBooks enterprise with over 17,000 contacts  This is what the Contacts app looks like...

Hi k.leeser Can you please call our support team when you get a moment? The number is 1.888.925.6238 Option 2. I think this might be easier and quicker to solve by phone. Jeff

Hi Marcelo11756 Can you please give me a bit more insight into what you are trying to achieve? Do you mean the DatePicker object or just a standard dropdown object? You might be able use a DateFunction action which assigns the formatting to an Action Result and then enter that into a field. You won't be able to enter it into a ...

Hello Vicki,    The Contacts table is the one table that is automatically linked to the List Builder.  Check out this forum post for more info. It can be feasible using the Create Short Method URL action on the Onscreen Load action.  Take a look at the screen shot below.  The idea is to create a field on the List ...

Hi Marcelo,  If the buttons are the only thing on the last row or  at least the cell next to them is empty then following the steps above will keep them all in the same cell ie. next to each other. It will effectively merge the two cells into one which should allow all 5 buttons to be shown on one line. This was the ...

I have the screen divided in 5 rows, and I want to put 5 buttons in 1 cell, but only 4 fit and the 5th one goes into another line That i why I wanted to know if I can make the buttons smaller to fit that last one in the same line

Hi Marcelo11756 You can control the button padding, color and shape through the Display screen found under Customize > Display. What you might find more useful if you aren't doing this already is setting the buttons to display across the width of two or more cells. You can do this by following the steps below: Step 1 ...