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  • Re: Customizing invoice/estimate screens

    Hello Tim, &nbsp;&nbsp;&nbsp;&nbsp; The screen designer is where you can move fields around on the screen to customize the page.&nbsp;(See below for the estimate screnn in the designer.) The easiest way is to copy the screen from the estimate screen.&nbsp; You can do this by going to the estimate screen and right-clicking.&nbsp; Then select ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-08-2014
  • Re: Report Designer: Formatting Pivot Grid

    Hello Ivana, &nbsp;&nbsp;&nbsp;&nbsp; First, you will have to bring up the Propery Grid for the column.&nbsp; You can either do this by clicking on the field in the Data Headers in the Designer screen or go to the pivot grid&#39;s designer wizard.&nbsp; In the wizard, click on the field you want to format in the SRPivotGrid Fields column on the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-08-2014
  • Method CRM Updates - Sep 8, 2014

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers Fixed (#3400) - Updated the addressing convention and Copy Address logic. (QBO) Estimate Fixed (#2614) - Updated the addressing convention. (QBO) Fixed (#1776) ...
    Posted to Release Notes (Weblog) by Method_Ashur on 09-08-2014
  • Mobile telephone app for Method

    I contacted your company 1,5 year ago, and I was told that you were going to develop an app for the mobile telephone. You have not still done that. We find it difficult to log into Method on the iphone as it takes such a long time to download each page, and even do update when using it mobile. What is your current status regarding this?
    Posted to Method:Classic General Q&A (Forum) by makrill on 09-08-2014
  • Re: Customizing Estimates / Quotes forms

    Running into an issue this evening. &nbsp;Take Estimates for example. &nbsp;I&#39;d like to add the Customer first and last name, and email to my estimate. &nbsp;I go to tabs/fields, add a linked field to the estimate for &quot;Customer first name&quot;... &nbsp;When I do this, it crashes the estimate report, and I cannot access it from the report ...
  • Re: Customizing invoice/estimate screens

    Im using Quickbooks desktop. I know some of the fields are already accessible, but some are not. The &quot;other 1&quot; field is synced in Method from Quickbooks, but I need to add it to the &quot;invoice&quot; and &quot;estimate&quot; screen so that I can see/edit the data within those fields. I&#39;m not sure what the screen designer is, but ...
    Posted to Method:Classic General Q&A (Forum) by timvreeland on 09-06-2014
  • Re: Sales order in Method?

    Thanks. &nbsp;None of those seemed to work. &nbsp;I&#39;ll call support on Monday and talk to them. ETA - I am using Quickbooks Desktop 2012.... &nbsp;Could it be related to the release version? &nbsp;I was going to wait until 2015 came out to &quot;upgrade&quot;.
  • Report Designer: Formatting Pivot Grid

    Hello, In the Report Designer we generated a Route List report. In the Report Footer section of this report we set up a Pivot Grid that sums up the Quantity and $ Amount (one column for each) for the deliveries on a specific day. The functionality of the Pivot Grid is just fine, but we are interested in formatting the Amount column; we&#39;d ...
    Posted to Method:Classic General Q&A (Forum) by Ivana on 09-05-2014
  • Re: Sales order in Method?

    Hello industrialrobotix, &nbsp;&nbsp;&nbsp;&nbsp; Try regenerating the tables.&nbsp; Go to Customize -&gt; Tables / Fields. Click on the SalesOrder table.&nbsp; Click Finish Editing Fields.&nbsp; Go back and save the Sales Order.&nbsp; Does this work?&nbsp; If not, go back and try it for the salesorderline and salesorder table.&nbsp; You can also ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-05-2014
  • Sales order in Method?

    When I try to crreate and save a Sales Order in Method, I get this error: This record could not be saved. The version of your accounting software does not support new records on this list or transaction from 3rd party software. Try creating the record directly in your accounting software instead. Additional Information Action Sequence ...
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