Method Community

Hi Sandy, No problem for the help. Since I am a consultant here at Method it would be billable time if you were to work with me directly, but if you would like that then I would be happy to help. Or we can answer high level questions here on the forums. Regards, Russell

Hi Randall, That field is calculated behind the scenes, in order to prevent conflicts with QuickBooks which has to validate the line items. Instead of modifying that field, you could have your calculations set another field in the grid such as amount (which will be used in the total amount calculation), or any custom ...

I exported 2 columns from the "Customer and Customer Lead" selection in the export dropdown: "Record ID" and "SalesRep". I changed a group of sales rep IDs (eg. "AF" and "SW" to "SL") and then imported it back into Method. Everything seemed fine at the time, but the next day, ...

Hi Russell, I've looked through the calculations on that page, and I don't see anything that looks like it will update the total amount.  Yet, the total amount refreshes when the 'update' button is clicked.  Can you tell me which action is causing this?  If I can see what's causing the total amount on the line ...

Thanks Russell.  I will look into this further and see how far I can go with this customization. Can I contact you directly if I have any questions? --Sandy

Thanks Russell!  This was exactly what I needed.  My client will be thrilled Sandy

Hi Randall, The default Estimate screen uses calculations on the line items (for example to calculate the amount), so from the sounds of your request this is where you would add additional actions for the extended cost. To get to these actions, first open up the Estimate screen for editing (making a copy if you haven't customized the ...

Is it possible to run a loop through a grid that runs a basic calculation on two cells in each row and returns a result into a third cell in the same row? Our estimate line has quantity and our cost per item.  But I'd like to put in a column for our extended cost per line item.  This doesn't seem to be doable with loops and ...

Hi Michele, Did you import a CSV file using the Import / Export tool (Customize > Integration Tools)? I've been unable to reproduce this issue on my end, these French characters remained after I imported: àâéèëêî. Did you try with other characters? If so, can you paste some of ...

Hi Dfreye, To restrict one group of users to these basic functions, I would first create a User Role for that, and remove all of the other tabs/screens from this role. More information on this can be found here: http://www.method.me/cs/forums/t/3664.aspx. Then you could either modify an existing screen to disable some features for this ...