Method Community

Is is possible to do a customization where select screen input data on a customized screen is posted to a shared calendar that can be seen by non method users?

This is available for the gmail add on but not the outlook ad on. Guess I will be switching to gmail (thankfully our email is gmail)

Hello Antonio,    I have had a problem recently reported where a transaction that has a 0 balance and will not sync.  We were still looking into the cause.  Give Method support a call or email support@method.me.  We can create a case and take a better look.  Greg

I saw this in an account I was working on as well.

Just noticed my Estimates, Sales Orders, Invoices show double dollar signs on all the money fields on screen. Anyone else seeing this?

Hi Afrec, It sounds like you need to add the field to the Campaign table first. After its added to the table, the field can be dragged on to the screen. Let me know if that helps.

I recently customized a screen in "Edit Campaign" and added a text box.  Every time I save and close, I lose my text.  I have deleted and inserted an object text box.  Every time I returned to the campaign to edit the original text I added as notes disappears.  Any ideas?

When trying to save a Sales Order that have a total of "0.00", Method believes it is negative and it won't sync with QB. Conflict shows "QuickBooks returned an error when adding/modifying a accSalesOrder record. The error was: There was an error when modifying a SalesOrder. QuickBooks error message: Transaction amount must be ...

Hi Garrett, Greg asked me to take a look at your question. You are correct, unfortunately it is not possible to use images stored in SmartVault in the Report Designer. When files are uploaded to Method instead of SmartVault, the field containing the file can be used in the report designer to display the attached image (for example the Document ...

Hello,    There isn't a way to merge two screen together.  You will have to create a new screen based on one of the two tables.  Then, add link fields from the second table to the first table.  Now you have access to fields in both tables for the one screen.  Take a look at the Activity screens and ...