Method Community

Hello All, We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as ...

Hi JWS, Just for some foundation, there are two main ways to populate the reference numbers for your transactions, either have Method create them or QuickBooks.  There is an option in Method, located on QuickBooks->Sychronization, towards the bottom of the screen you will see a label for "Assign Ref Numbers in Method"? ...

Excellent, worked like a charm.  Thank you for your help.

Thank you for getting back with me.

Hi VLocke, Unforunately there is no way to make a copy of an existing table in Method.  You would have to create your new table, and add each field manually. -Ben

Hello, You would have to relink the documents.  Method saves the link to the file in Smart Vaultt.  You would have to copy out your files in Smart Vault and re-connect the documents and upload them directly to Method. I hope this helps! - Greg

Method Team, Can you copy a table to use for testing purposes?  If so, what is the best way to do that? Thanks, VLocke

Hello,          You can copy the screen and bring up the screen designer for the page.  (Either through right-clicking the page and selecting customizing and going through the steps or going to Customize -> Screens and using the copy function).  Find the Invoices grid on the left hand side of the ...

When you click "create invoice" from the footer bottons on a sales order screen of an existing sales order. It takes you to a screen allowing you to select the items to invoice. from there you go to the screen to create a new invoice from the items you selected. The "system" picks a number for you. What I would like to do ...

To make a long story short I looked at the grid in Documents and took those instuctions and applied that to show up in a estimate.  I put the field to upload the picture in the estimate screen then took that same field and put that in the estimate report.  Make sure your pics are small or you will print out 20 reports. ...