Method Community

Hi Wildlifremoval, First off, I am glad you were able to get your portal transaction screen to work correctly now, that's great.  In regards to this last issue with the blank transactions from the portal, is this still happening for you? I just logged into your portal with the credentials you posted the other day, I don't seem ...

How do I set the same invoice terms for all invoices created?

I have a customized sales order screen. I have several customers set up as dealers. Those dealers use the same sales order screens as I do. So when they enter a new sales order they are in as the customer by default. However I want to capture who they are shipping to. The bill to and ship to feild havn't been a problem. However the ...

Is there anyway to link an existing contact (a lead or vendor or company, or a contact associated w/ another company) to an existing Customer's contacts?  I work with and collaborate with my own vendors and outside professionals/companies on multiple unrelated jobs for different customers. Typically I work ...

Thanks for your reply! Do you recommend I use the February version or the October version?  When will the fix apply to both versions?  I have successfully imported my contacts, that wasn't a complicated process and didn't take long to learn, but the issue was importing notes and tasks that were associated with those ...

THANKS, ON THE SECOND PART I HAD TRIED TO LINK IT ALSO BUT THOUGHT I WAS NOT DOING SOMTHING RIGHT TRIED EVEN TO LINK TO DIFFERENT ACTIVITY WITHIN ACTIVITY AND IN CUSTOMERS BUT NOTHING WORKED.

The portal is now working properly, but any invoice, estimate I click the go to and then click the pdf icon, the pdf opens but the file is blank. It only shows my logo and blue sections. All verbage has been removed??? Also, just to test, I went to the estimate and invoice screens in mentod (not the portal), clicked on a random estimate and ...

Hi Dan, Unfortunately, we don't have the ability to increate the height of the grid. It can however, increase based on the amount of text in the cell.  Just simply check the Auto Grow checkbox when editing the grid. Hope this helps, - Adam

Hi James, Sorry for the late reply. Are you still having this issue?  Something quick you can try would be the following: Go to Customize tab > Tables and Fields Find your SalesOrder table Click Edit Fields Click Finish Editing Fields. Find your SalesOrderLine table, and repeat steps 3 and 4 What the above does is regenerate ...

Hi Guy, Here's what I am envisioning... You can filter the equipment dropdown based on the customer for the work order.  This will give you all of his equipment. To do this, first assign the Customer of the work order to a SharedResult. You will use this SharedResult to filter the Equipment dropdown in the Job Details screen.  My ...