Method Community

Hi Nick, Can you please clarify for me? In your "Event" table, do you have a dropdown for both "Customers" and for "InvoiceID" or are they linked in some other way? -Audisho

Hi Daniel, When you copy a Method stock screen for customization, you have the option to completely replace the original with that copy. The copy will replace the stock screen in any tab links or actions in Method. If this is done, any actions that would have originally opened the stock screen will now open the copy. If, however, you chose ...

Hi Eliza, Reports are created using the Method Report Designer. These reports can then be inserted into any screen through customization. To create a new report: Open up Report Designer Go to File -> New (alternatively you can open an existing report and modify it with File -> Open) Log-In with your Method Company ...

Hi EMMInc1, When editing or creating a new opportunity, beside the stage dropdown, there is an ellipsis button. Clicking this button will open a screen which allows you to add new or edit existing opportunity stages. To remove a stage, simply select it, click the “More actions…” button and click “Delete ...

Hi Nick, In order to filter your list “before 90 days” you will need to use a Shared Result which can be generated using the OnScreenLoad event. When customizing your screen, click on “Advanced…” in the top left. Proceed to step 2 and continue to create an Action Set to get the current date, add 90 days to the ...

Hi Cam, Please clarify, where is it displaying with the <p></p> tags? Is this inside of Report Designer? -Audisho

Hi Daniel, A link between these tables already exists. The “Estimates” table is linked to the “Customers” table through the Dropdown field named “Customers” and the “EstimateLine” table is linked to the “Estimates” table through the Dropdown field named ...

Hi Joan, There are a few things you can do to troubleshoot this issue. First, in Method go to QuickBooks > Synchronize. Check date and time of the last Changes-Only Synchronization and of the last Push. If these dates and times aren’t current, there is probably an issue with the sync engine. Next, Still under the QuickBooks tab, ...

Hi Shayla, Sorry for the delayed reply. The easiest way to achieve this is to edit the “Click” event for the button you wish to restrict. To do this, do the following: Click edit on the button. Proceed to step 2 Click on the ellipsis next to the Click event Proceed to step 2 Uncheck any of the roles ...

Hi Gregg, Sorry for the delayed reply. The first thing you will want to do is create a custom field in your Activity table to store the new date format. In order to change the date format, you will need to retrieve the DueDateStart from the Activity table for the record you are working on. You will then need to use the Date Function to format ...