Method Community

I have added "item" to the grid on the edit estimate screen.  I do not understand how to add it to the PDF.  I have downloaded the tool and have customized forms.  I think I just need to add the field to the esimate.estimateline group but unsure how to accomplish this.

Hi Sandra/John, Thanks for the help John, actually I noticed the same as you, mine generally pops up in front also. Sandra, as John mentioned, this is likely your browser, can you try switching browsers only to see if it changes this characteristic?  This could be something based off your Computer also, but in my experience, this generally ...

Hi MikeB, The currency you are seeing in the "Print Preview" for these transaction Reports from Method are actually being taken from the settings in your Web Browser.  Please double check this setting in each of the browsers you are using.  For example, in Google Chrome, I would go to Settings->Languagues, and based on ...

I had someone help me add my company logo to my invoices. Now I want to change the size and justification of that logo. I watched the video on youtube on placing a logo in the Report Designer. I tried going to the Designer and changing the picture box associated with the logo. I am able to click on different sizing options from the drop down box ...

I don't think it will work I want to auto add without having to filter.  Any other suggestion?   I was hoping there was a way to say if column x contains the word flats then take value from column y.  It would need to do this for each row and get sum.

Is there any way to automate the process of attaching documents to different customer files within Smart Vault? I may see 20 customers in a day where I receive test results a week later. I am wondering if it's possible to set a stack of test results done on standardized forms into my scanner and have them scan the whole stack and automatically ...

I am using a wireless modem to connect to the internet. How much data is being used while invoicing, making payments, etc? I'm considering using Smart Vault as well but need to make sure I don't use more data than my plan alots.

Thanks John for the post.  You have a good point.  How do you manage customers with multiple contacts?      The Work Order is actually an Activity.  In a Work Order, the Customer field is actually from the Entity table and is filtered on the screen only to show Customers.  I'm assuming you have the ...

Mark - we don't have this on roadmap for the current version of Method, or the API. However, once the dust settles on all of our current projects (and you know....we've got a lot on the go that have to get finished first), we can open this up for discussion.  Paul

We will surely look into your message and make it better. Cheers!!