Method Community

Hello Dylan,     You are correct.  We don't have the option to generate an estimate from a work order in the mobile screens.  Also, the customers will have to log into their portal to pay for the invoice.  On the other hand, you may be able to get some customization done to improve the ...

Hi Shayla, Sorry for the delayed reply. The easiest way to achieve this is to edit the “Click” event for the button you wish to restrict. To do this, do the following: Click edit on the button. Proceed to step 2 Click on the ellipsis next to the Click event Proceed to step 2 Uncheck any of the roles ...

Hello Charles,    Sorry for the late reply.  Since the post, we have been working with you on this issue.  We do have a support case open and are working to get the situation resolved.  Greg

Hello Ben,      I can answer some of the simpler questions, but this looks like a post for the MethodAPI forums.  You may be able to find a Method Partner to help you use the API and link Encidia to your Method account.     To answer your Question for Method.  The leads are on the Customer table and ...

HI All. Thanks again for posting on the forum. We've pushed an update to fix the US sales taxes issues listed above. If you find other issues or something comes up regarding sale taxes you can reply to this post or create another one. Thanks again for your patience as we iron out these issues. Chris

Hi Chelsea, You can play that video on a Mac if you have a video player that works with WMV files. I personally use VLC which handles many formats: http://www.videolan.org/vlc/index.html. After installing VLC on your Mac you will be able to watch the video. Hope this helps, Russell

Hi Gregg, Sorry for the delayed reply. The first thing you will want to do is create a custom field in your Activity table to store the new date format. In order to change the date format, you will need to retrieve the DueDateStart from the Activity table for the record you are working on. You will then need to use the Date Function to format ...

I use gmail from browsers all day long and the dates are correct.  

Hi, I'm having issues with turning a lead's estimate into a sales order and then turning that into an invoice without errors and it's not syncing up with quickbooks so that I can take a payment made on the invoice. I can make the sales order, and I can make the invoice, and the lead is turning into customers in Method, but it's not ...

send a email from your browser to anyone.  See what the date and time stamp says on their end.  Also some ISP link IP address to time zones as well.  Google does this all the time.