Method Community

Hello MindyMcCasland and welcome to the Method Forums, I believe there would be a couple of ways to do this, I will do my best to give you some of these possibilities.  Would I be correct to assume that you are technically looking to filter out the last invoice created for each Customer?  If this is the case, I can think ...

Hi JWS, Thanks for the message. Just wanted to let you know I'm working on figuring out a way to do this, and I'll get back to you once I've got it.

Hi JoAnne, Just checking in if you still needed help with this? If you just wanted to export a list of shipping addresses, you can use the import/export tool. Go into your customize tab and hit "integration tools", then "import/export tool". You can export the customer or contacts table and include the shipping address field.

Hi JWS, We have a great blog post on setting up Method User permissions, I believe you will find your answers there.  Please go through this blog post, if you are still having issues/questions, just post back here. -Ben

Hi John, I just did a quick test in my own account for the February version, I created a case and had no error messages.   Two questions for you, are you still getting this error and if so, have you tried regenerating your 'Cases' table?  If this still doesn't work, do you mind if I run a quick test in your account using ...

Hello JoAnne,      It looks like you have accidentally added the same contacts/leads/customers twice.  I would suggest clearing the list and starting again.    If you are choosing "Fill List with Contacts" when building a list, make sure the selections 'Fresh list - remove any existing List Builder ...

I have several locations/users. I would like to have a different price for items based on the user. Here is what I would like to do.  I would like to make my price list and then have the price automatically mark up the entire list based on the user logging in.  Any help would be appreciated.

I have several sales people at several different locations. I want each sales person to see their own sales in the sales order list. However I want some users to see all sales and other users to see only their own. Any advice as to the best way to do this would be helpful. Thank you!

Hi John, I will be looking into this post for you, unfortunately we have been a little backed up in answering some of our posts (as you can likely tell), however I should be able to take a look at your issue this afternoon. -Ben

Has anyone done an integration with a signature pad? Our client would like to  1. Open a print preview of a custom Packing slip 2. Have their customer sign the image. 3. Click save and rest assured the packing slip is saved to their customers documents in method.