Method Community

Hi JWS, Any chance you could include a screenshot of what you are asking?  I am looking at my own Estimate screen in Method, by default it looks like we only get an "Amount" total in the items grid, is this where you saw your rate total also? With the screenshot I should have a much better idea of what you are referring to. -Ben

Hello Ryan,     Sorry for the late reply.            To go back to the multiple shipping addresses.  Customers have setup different shipping addresses as Job of Customers under one main customer. (Job of Customers is found under the Additional Info tab in the Edit Customer screen.) In the ...

So I want to add a text box to my "Add/Edit Work Orders" screen, above the "Job Name" Field under The "Customer" Dropdown. I need this text box to add a name and phone number for our field technicians to be able to contact the site manager or point of contact on site for that specific day/job. I have customized the ...

David, We're trying to accomplish this, and running into issues. Which fields EXACTLY need to be applied and how? When I apply a credit memo to an invoice in QB, it does not insert an entry in the ReceivePaymentAppliedToTxn table in Method. I've tried entering: - ReceivePaymentAppliedToTxn.Amount = CreditMemo.CreditRemaining - ...

OK, I did a search of the forum after doing a little reading and was able to get some results related to my question. Looks like this was asked by a few people, and the thread by viret56 shed some light on the topic. I'll need to make a custom table and screen to add multiple ship to address to a customer. I was able to duplicate what ...

 Hey Ben, Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further. Thanks!

This isn't adding up for me. A "Linked" field is one that travels up through a dropdown relationship and grabs a field in the parent table. For example, I could make a table "Widget", where widgets are assigned to customers. WidgetName (Text) Customer (Dropdown) If I wanted the CompanyName of the customer to show up in ...

We provide a couple of different types of Estimates/Proposals to any given customer.  1) A complete remodel proposal; or 2) a more minor "Repair" proposal.  When creating an Estimate, is there are way to be able to select which "Print Template" to use for this particular Estimate? I'm aware that I can change the ...

I am new to Method, trying it out since my current CRM platform is getting to be too buggy.  I synced everything to Method from QBO, but I need to clean up 500+ QBO estimates from years ago.  Is there an easy way to delete ALL the cusomer estimates in Method with a few clicks rather than deleting each of the 500+ one at a time? ...

Here is the structure: Vendor Table Record_ID  Vendor Name Event Table Record_ID Event Name Role Table Record_ID Role Name Assignment Table Event Record_ID (Link) Record_ID Role Record_ID (Link) Role Name (Link) Vendor Record_ID (Link) Vendor (Link) Details Arrival Time Departure Time During the operational ...