Method Community

HOLY COW. I've been using Method for several years and I'm JUST NOW SEEING THIS!?!?!?! Apparentlly Button Actions allow you to not only copy Action steps from elsewhere on the current screen, you can also copy action steps from ANYWHERE else within your app/account. For me, the initial benefit here is I can write actions in one ...

Thank you Greg.  All is well now after having been logged out overnight. -James

Hello,    I was able to reproduce this on my account. I changed the end time in the Time In / Time Out grid.  On both Update and Save it occurred.  I will create a ticket and let the developers know. Greg

Hello,    Sorry for the late reply.  You can't associate and activity with a case once the activity has been created.  You can view activities and create new activities on cases, but not attach an activity to a case once it is created.  There isn't a work-around per se.  The Gadget is configurable and not ...

Hello Victoria,    We'll take it into consideration.  Sometimes our hands are tied due to limitations in the availability of data to use from Google.    Thanks for you input,    Greg

Something else I tried. Getting the numeric value...finding the "." with the character function...offsetting by 3 additional places and getting the left part via the character function again. That seems to work...but it seems like an insane work around to just format a random number that was originally a money field to look like money ...

So here's something I tried. I created a new table called "aaaaa". I created one column called "dollarsandcents" in it of type "Money" and I created a default screen to go along with it. On that automatically created screen I added a new section with a text box. I then extended the "select" action on ...

Hello James,     You may have to call us on the Method support line.  1-888-925-6238 x2.  We are able to clear out the failed logins for you if you do get stuck in timeout.  It is cumulative, so if you keep on trying to log in, it will add 10 minutes to the time you are signed out for each unsuccessful ...

Hi beltechs, The Estimate number on the default estimates screen is actually just the RefNumber from the estimates table. This number is not required to be unique in Method or QuickBooks and even if you assign it a value that already exists in QuickBooks, you will not receive any errors. It is still best practice to allow QuickBooks to assign ...

I'd like my Vendors (sub contractors) to use the portal to enter timesheets and expenses (mileage, parking, etc.).  I was able to add the Expense tab to the Vendor portal screen, but I can't figure out how to assign the Approving manager to a portal "user".  The vendor list doesn't show up in the "User" ...