Method Community

Hi there, Would it be possible to create a link between Items stored on estimates screen to a custom screen? I am trying to make it so the items that are logged for customers on estimates screen have a direct sync to a screen that I have created so we can sort through items, vendors, customers etc.  An ...

Hello Robert,     To attach documents to emails, it would have to be uploaded to your Method account.  This allows Method a physical file to attach to the email.  You can load documents into emails, but they will always go into the document library.  You can have the interface in the background deal with the document ...

Hello Dylan,      The default screens in Method do not have a vacation/time off application.  It may be doable with some customization that indicates when an employee has some time off.  Unfortunately, we don't have this functionality. Greg

Dan,  Thank you for your forum post.  Could you give us some additional details:  Are you using a save function button?  What actions are behind this button? Has this ever worked?  We look forward to your reply. 

If your problem did not solve till now, i would suggest you recovery tool that  repair your corrupt QuickBooks file And Quickbooks  All  Error C=44, C=43, C=88, C=342 or similar cIndex error (Usually appears in older versions of Quickbooks) -6000, -301, -6150, -1006, -6189, -82 or similar error codes. (Usually appear in 2006 and ...

HI scottaskinosie , Yes this can be done in Method either by adding a screen' showing only New Customers within a date range or by adding a field to your customer screen showing the 'modified date' which you could filter by.. Or by creating a report with the Method Report designer.  Its unfortunate that QB ...

"It is also possible to have certain buttons hidden or perform different actions based on the role of the user that is currently logged in." How do you do this? --Shayla

Thank you! I was trying to find a video and searched the help, too. but couldn't find it. That answered my question. Thanks!

Hi jkculv, Check out this You Tube video  at 4:30 he explains adding the job items to Occurrences. Hope that helps!

Hello, I am not sure if I am using the projects setting correctly. I have an estimate with several line items in it. In the estimate I clicked create a work order and it did with all the line items. But when I changed it to a recurring service and marked Project. It created occurences with no line items. Shouldn't I be able to choose the line ...