Method Community

Good morning, I am having trouble with the following: (1) Method not generating Invoice #s: Since September 30th I have been updating Work Orders > Invoice Type from "To be invoiced" to "Invoiced." I invoiced the selected Work order, invoice was created, and with that Invoice # was generated. However, any invoices ...

As I discussed over the phone with Nick, the reason that this occurs is that the API relays all time in UTC and any time zone calculations need to be done by the application that is using the API. Dev - Can you please comment on this post and possibly point Nick in the right direction with regards to dynamically having his website ...

This appears to be related to the Desc field in SalesOrderLine table. I created a screen based on sales order line. Add a grid and display the Desc field.  Try to search... I get an error message.

When a non Method user is sent a link to log into the portal, an email is sent to them to ask them to secure their account. 1. Can the contents of this email be changed by me as the user? The current message seems to me to be just as much about promoting Method as "securing their account." 2. Why does a user need to ...

The goal is to be able to send an e-mail in Listbuilder and to give the recipient the ability to pay for whatever the e-mail is discussing using this link. Thank.,

So basically you want a Sales report showing all of your customers. which are New as of a certain date. Set up sceen as Inder suggested with Date (customer created date?) , Sales Rep fields Or Create a report created with Report Designer would be best - then you have option of printing or viewing on screen.  Just some ...

I made a copy of the the stock View Contact screen and added a button that inserts an activity that includes the Entity - RecordID as shown below. The activity gets added but the entity field does not get populated.

When using the retrieve value fromt table action and selecting the option to get the sum the value is set to blank if there are no records that meet the condition. The value should be set to 0.

You could also have the actions that send the email run on the page load of the first screen that opens in Method. That way noone would have to click a button, it would check and send as necessary every time someone logs into Method. Altenatively a stand alone program that uses Method's API could send the emails and then use Windows task ...

When adding a contact from a customer screen I would think that this would auto fill from the existing customer, having to reselect the customer from a drop down screen is to much work and possible mistake.  I do like the option of  adding a new Vendor or customer/ lead from this screen.