Method Community

Hello,    You are correct in that you need to create a new screen for this.  For the screen, you would need to create a new tab so you can set user permissions.  The permissions would allow certain users to see the read-only screen and not the editable invoice screen.    For the screen itself, you need to make any ...

Hello,  Previously our opportunity stages were associated with percentages, helping us formulate the actual value of the sale. For instance, if a opporunity is under Negotiation/Review the value shown for the deal was 80% of the total value. The deal proposed was $1000k it would show as $800 in our pipeline. Currently, none of these ...

I want our Sales Reps to be able to view Invoices but I do not want them to be able to make any changes to the invoices or add new invoices (orders will be entered via Sales Orders). I understand that we need to customize the Invoices Sheet but not sure how to do this.  Can anyone help?

Is it possible to access the conflicts table through the API even as a read only? I'd like to be able to periodially poll the table to see if there are any conflicts and if someone if there are any so they can be resolved as quickly as possible.

Hello Laurie,     It looks like your company name is not defined in QuickBooks.  Method has no control over the company name of the actual company being managed by QuickBooks.  Are you on QuickBooks Online or QuickBooks desktop? I can see if I can find the setting for the company name in QuickBooks so you can see what you ...

Is there a way to have the company name show up on the subject line when I create/save an activity that is then emailed to one of our salespeople?  Currently it just has [Unknown Company] You have been assigned a Follow-Up Activity #101.  It would make it much easier for the receiver to see the company name, especially since it does not ...

Hello Instadryhost,    There isn't a default report that would give you the details you are looking for.  You would have to do a custom report to display your information.  The report would be based on the time tracking table and sorted by Entity field (ie. Employee) and filtered by ActvityTypes that equal 'Work ...

Using the Method Report Designer, what is the best way to generate reports from the work orders completed?  Trying to generate a report by employee with times associated to each work order.  Any help will be greatly appreciated.  Thank you.

Jen,  Thank you for your reply.  Assuming that tags from the entity table have been removed as mentioned above, please see below interactions:  NOTE: Before import please make sure that all tags exist in method. The import will be successful but you will not be able to report on the tags as they won’t exist in the ...

Greg, Thanks!  That worked.