Method Community

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 ...

Recently it seems like some of the "Money" fields on screens of displaying leading "$" as "$ $". It doesn't seem to happen the first time it load...but second time has this appears fairly consistently. Thoughts? I'm wondering if it's a regression issue with the latest release. --Cindy

Thank you so much, Greg!!!!!

Hello industrialrobotix,      The field 'to be emailed' on the Sales Order screen is actually the email option for the QuickBooks side.  It is the same field in the invoices screen that is labelled 'To be emailed in QuickBooks?'.  You would have to do some customization to add the email function to ...

I think I got it to work by updating fields....so it saves now. However - is it possible to email Sales Orders in the same fashion I can email invoices and estimates?  There is a check box for "to be emailed" but no "Save & Email" button.  I looked at the button in the Customize Screens for the Estimates, ...

Hello industrialrobotix,    I don't think it is related to the release version.  The error is generic in nature and could mean a couple of things.  It's hard to diagnose without taking a closer look. Greg

Hello makrill,      We are currently developing our newest version of Method called Method:New.  This version is made specifically to work well on all forms of screens: phones, tablets and PCs.  Currently it is in the alpha stage and will be out for the general public in the near future.  The new version also ...

Hello Tim,      The screen designer is where you can move fields around on the screen to customize the page. (See below for the estimate screnn in the designer.) The easiest way is to copy the screen from the estimate screen.  You can do this by going to the estimate screen and right-clicking.  Then select ...

Hello Ivana,      First, you will have to bring up the Propery Grid for the column.  You can either do this by clicking on the field in the Data Headers in the Designer screen or go to the pivot grid's designer wizard.  In the wizard, click on the field you want to format in the SRPivotGrid Fields column on the ...

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) ...