Method Community

users under the staff role can not edited estimates and Ship to line is not auto filling out and showing up on print preview.

I have already created a support case for you and we tried to reach you but you were not available. For quick support please call on our support line 1-888-925-6238 option 2 for support. Also, please turn on the Method Support user by going to Customize > Users > Method Support and make sure the checkbox is checked.

Still having the issue and now getting some odd sync error confilcts, the dates are showing like they happened over a year ago?

The following updates are now live for all Method users as of October 30, 2014.  The following updates are now live, as of Oct 30th. Fix - Contact info not saved when editing contact in some situations. Fix - Tax Groups not calculation edge cases in Quickbooks Desktop. Fix - Saving transactions without a tax code affecting specific ...

Hi Noel, Thank you for getting back to me. I didn't realize the company info was being pulled directly from QB. I don't have access/visibility over QB; at this point I work only directly in Method. I have already requested the appropriate person to update the info in QB. As for the logo, I will check out the ...

Hello, I'm trying to write a new e-mail template with a link to the customer portal.  It doesn't seem to be working.  Does anybody have any suggestions with setting up the e-mail template with the portal login weblink?

Hello InstaDRY, You could use the Start/End Loop Through Table action to loop through the Time Tracking table and retrieve your tech's time data. By then applying a math calculation using this data you can generate a percentage field for each tech on the work order. Hope this helps, Noel

Is there any way to import an estimate template from QB?

Hi wildliferemoval, You can add the TargetAnimal field as a dropdown field to the Activity Table. You could then utilize the Update Field in Table action on text change for Target Animal selection on the Work Order screen. This action can be used to update the Target Animal field in the Customer ...

Is there any way to set a default view to pull up the multiple users in the calendar?  just trying to make it easy to jump into the calendar and automatically see everyone's schedule.  Thanks.