Method Community

[quote user="rhelmer"]How would I exactly go about customizing the screen to  have multiple ship to's per mentioned above?[/quote] Could you create a different job for your customers?  Each job has a separate ship-to address so you may be able to get around this limitation by creating jobs.  If this doesn't ...

If you need some more information while customizing for Price Level, this post from another thread should help: [quote]Price levels can be classified into two categories (a) fixed (b) per item. When you create a price level (this has to be done in QB btw) it is saved in PriceLevel table in Method. If the price level is a per item price level, ...

[quote user="richard@skoosh"]any ideas?[/quote] Yes, I think there's some confusion on the : character on the customer name.  The : character denotes a job for a customer.  So if Fred Wilson is the customer and the job is for Roofing then it would look like Fred Wilson:Roofing.  What you can't do is use a : in the ...

[quote user="scottaskinosie"]no mater what I try I cant get this to translate over to our CRM site[/quote] Out of the box we do not support price levels as this is a limitation by the QuickBooks SDK.  You would have to customize to bring this functionality over from QuickBooks completely. Here's a quote from another thread on ...

[quote user="Wavetec"]Was there a recent change and if so WHY?[/quote] This issue has been resolved, please log out of your account and log back in to see the change reflected. ~C

[quote user="John M"]Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?[/quote] Yes, you would need to adjust the print template through the report designer and add a formatting rule to exclude Show IS False.  If you open the report designer and look ...

[quote user="Bryan"]...but I am looking to have a list of selected "Contacts" under any given "Campaign". Is this possible?[/quote] From the edit customer screen under the additional info section tab you have the option here to select a campaign.  When you add a customer to a campaign they will be visible when ...

[quote user="Rolf"]Is there any way one can do this via renumbering, simiilar to what is done in the edit actions windows?[/quote] Yes, if you click on the number you can type in a new position.  Just make sure you press tab instead of the enter button to make the change.  This works the same as the action window. ~C

[quote user="pdirect"]I'll email the name to you if you provide your email address...[/quote] Sorry for the confusion, I made my email a link in the previous post but I think it was missed.  My email is c.ridgway@methodintegration.com.  Make sure to email me the full name as it appears in QuickBooks. ~C

[quote user="Jason_L"]No, I don't have any filters set.[/quote] Are you able to see the grid contents outside a section?  If you want to test grid loading in section tabs, create a new screen with a few sections as tabs.  Then put detached grids into each section, publish the screen and you'll notice that each grid ...