Method Community

If I use the Save All action to save a new record it does not set the current screen Record ID. It would be nice to be able to obtain the Record ID of the record that was just added so it can be used in other actions such as automatically creating line items.

Hello Mahlon , This issue is fixed now. Filter criteria no longer clears while editing a snapshot. I have thested this on my account and it is working fine. Please test it and let me know if there is any issue. -Inder

Hello Mahlon,  The issue is fixed now. I have tested it on my account and it is working fine. Search now works with single quote in the search field. Please test it and let me know if there is any issue. -Inder

I want to block off holidays on the Method Calendar when we won't be working so I don't book appointments or calls on those days.  How can I do this?

I am the salesperson in the company.  How can I track how much revenue I bring into the company.  I am bringing on new customers.  The customers we already have or house accounts do not count towards this.  

When a person fills out the webform, is the data they put into it emailed to Method, or is it entered directly into Method? I ask because if our email server goes wonky, I don't want to lose that data. Also - any suggestions on how to add a spam filter or honeypot to the form? Thank you! Meghan

For a service business with certain services billed monthly, I would like to me able to set a billing cycle date and on that date trigger all the new monthly invoices and post them. Should be automated as much as possible to avoid having to go through potentially hundreds of customer accounts. Can method do something like this? This is my first ...

If you have access to QuickBooks, then the simplest way to do this would be to run the Sales by Customer Summary report in QuickBooks.  It's available in both QuickBooks and QuickBooks Online.  No need to re-invent the wheel in Method.

Hello Mahlon, The issue has been fixed, We have removed the focus and Lose focus event from Datepicker, they have been replaced by change option. Please test it and let me know. -Inder

Hello pookiefeb, Here's my answer. There are multiple ways of achieving this. The simple way would be to set a filter view on a grid which search for invoices based on the dates mentioned by user. Once you have the desired invoices for that time period, you can filter them by customer name and it will display the invoices for that customer ...