Method Community

Hi Grif, I'm going to address your thoughts in order. Creating an Invoice from an Estimate is not something that is allowed through the API. This is why there is no stock functionality for this. As there is in Classic, there is still the option to make a Method-only solution for this. Sales Order are not actually part of the work flow in ...

Hi pookiefeb Have you set the new Estimate template as the Default Print Template? Or is it that you can't set it as the default because it hasn't shown up yet? If you haven't there are a couple of ways to do this. set it yet  Option 1 - If you have Field Services installed you can set the default Estimate and ...

Not a problem, glad I could help out. Jeff

I don't see the vendor tab but in all the settings it looks like it is "visible".  am i missing something?  is the vendor tab hidden by default? thanks,

Hi pookiefeb I've had a look at automating the spell check but I haven't had any luck. Unfortunately, it appears the only way to do it is clicking the ABC spell check button in the Body textbox. Jeff

Hi pookiefeb Unfortunately there isn't a merge function we could use here.  You could probably achieve this through customization but I get the feeling it would be more effort than needed for what is probably only an occassional occurrence. What you could do is create an activity under the lead you want to keep and use it ...

What does the estimate line update do exactly? Please be specific.  I'm talking about the upate in the standard screen at the bottom right hand corner of the estimate line. dhere are no actions in it. There are no loose focus actions in any of the fields on the estimate line grid. There are some posts that say the update just saves the ...

Hi InstaDRY Do you mean instead of clicking the 'Copy Address >>' button? If you find this to be an unnecessary step you could add a Lose Focus action event to each of the fields from the Billing Address that performs an Enter Value Into Field On Screen action to copy what you typed into the Shipping address ...

Thank Jeff... That helped out quite a bit. But really?!? Really?!?  Do you really want me to sing it out?!?

Hi DavidD You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause. In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage ...