Method Community

What determines whether you use add/edit or new/edit for screen design?

Noel, Thank you!! Your awesome!!

I am considering All Orders inventory program by Numbercruncher.  It will interface with my ecommerce site, and is what I need for our inventory system.  However it handles transactions in Quickbooks differently than what I am used to doing, and differently than how Method integrates. Sales Orders generated in Quickbooks do not export ...

Hello Mahlon, Thanks for reporting the issue. I have created ticket for this issue, seems like it is related to issue mentioned by you in other post. -Inder

Hello Mahlon, Thanks for reporting the issue. I am going to create ticket for development team and will let you know once the issue is resolved. -Inder

I can not get my log into work on my 1 added user.   Pop up: We cannot find a matching login email and password. Please verify your credentials or contact Method Technical Support if the problem persists. I added the new user per the directions on the vid.  The thing that strikes me as odd is that as the admin in ...

Hello Matt, I confirmed it with dev team, there is a bug and we have created a ticket for this. I will let you know once the issue is resolved. -Inder

I did a customization session and the rep didn't quite understand what I was trying to do.  Under the estimate we added a terms and conditions.  When I click on print preview I can see the estimate along with the terms and conditions beneath it.  However the customer can't see the terms and conditions.  I don't need ...

Hello Matt, I suggest you to try clear the cache and sign out and sign back in again. If the problem persist turn on method support I can have a look into this. You can also give a call on our support line 1-888-925-6238 option 2 for support. -Inder

Hi InstaDRY, For the button you have created, try using the Export Grid to Excel action. This action will generate an excel spreadsheet that mirrors the Work Order list grid in its current state. You can then save it as a CSV. You can define which columns appear in the grid by clicking on the 'Customize Columns' cog wheel ...