Method Community

Sometimes the Estimates I create might take a few days to complete.  So, I have a partially completed "Draft" estimate that has been saved under that Opportunity/customer.  The problem is, this "draft" estimate shows up on the customer portal before it is complete, and this can lead to some confusion.  Any ideas ...

I'm having trouble with some Group Items on my Estimate form, where the Group Items seem to disappear and then reset randomly.  I set up some Group Items to capture common components of somethings we sell.  This is helpful because the detailed items within the Group are hidden, and my customer only sees the grand total of the group ...

I'm having trouble with my sales order screen - many glitches/bugs/problems: 1. Keeps telling me that the customer field is required even though there is a value in the field when I try to do "Save" or "Save and New" 2. Print Preview button yields this message: Could not run the 'Show Screen In Popup' command, ...

Is possible to use the Method API to import an vendor invoice into Method? If it is possible is there an example out there? Thank you.

Hi ByronMSEC, here are 2 ways you could achieve this, I'll go through them both for you. The first way would be through import/export: Export your Activities table, with the fields RecordId and AssignedTo selected. Modify the AssignedTo field to the new salesperson's name (make sure this matches exactly to the value ...

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.