Method Community

This afternoon around 4:40pm Pacific time, I could not login to method for about 20-30 minutes.  When method finally allowed me back in, I've notice a problem with the Estimates.  All the Estimates I created with Group Items now show all the detail on my Estimate report.  Prior to this, the Group items would be visible to ...

Hello Gregg, Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields    Make a new field. Say EmailStartDate that is a DateTime.   Click Add Field > Finished Editing Fields. Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.     ...

Hello 4theturck,       The quickest way is to hover your cursor over the tab link.  There is the Leads and Contacts List and Customers and Contacts list tab links.  Method QB Desktop uses CRM_LeadList and CRM_CustomerList respectively.  Method QB Online uses CRMQBO_LeadList and CRMQBO_CustomerList. You ...

Maybe it’s because I am a newbie, but I can’t make this work.  Could you break it down into steps for me, something like this: * Step One: Go to Customization>Tables/Fields>Activity>Edit Fields>Make new field (I got that far!) * Step Two: Etc. Your instructions below assume a lot of previous ...

Thanks Greg, this is working so far.

I am trying to modify the lead and contact list screen to show date / time the lead was created, I cannot seem to find the correct screen or table to modify. Is there a quick way to find this information without having to keep guessing?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Fixed (#3398) - Removed the hard-coded currency value on the currency fields. (QBO) Cheers, Ashur

Hello industrialrobotix,      It may be one of the action results that is not set correctly.  You will have to find where they are set and see if they are being generated correctly.  Also, compare the URL you receive from the email (what's in the URL bar when you get the error?) and the URL when you open the ...

Hello Cindy,    I have had this problem reported before.  Here is the link to the previous forum post about double dollar signs $.  I was not able to diagnose the issue over the forums.  The best thing would be to give Method support a call.  The number is 1-888-925-6238 x2.  Support can look through the system ...

Ok I made some headway and got the save and email button working on Sales Orders screen.  Only issue I am having is that whith the portal url.  I am not sure what fields to use to bring the customer to the actual Sales Order transaction.  I copied most of the button actions from Invoice and Estimates.  The customer can log in ...