Method Community

Hi I have created a product group to quickly add multiple items to orders. This works fine on the sales order, but on the invoice it is causing the following error when clicking the print preview button: Error^Action Sequence Order:3^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all ...

Hi I have created action queues within the system to help us manage the despatch of items. The second of these queues is for items we have sent to the warehouse, but which have not been invoiced yet as they are awaiting despatch.  This list works off SalesOrders where IsFullyInvoiced equals No. This has worked fine except for a couple of ...

Hi I am trying to produce a report of despatch notes for the warehouse to pick and despatch orders.  I would like a simple report showing customer, address, items and quantity, ideally displayed on an a5 page. I am trying to format the report so i neatly displays one item per a5 page (though I will settle on doing this for a4). What I find ...

Hi Mortaza I will have a look at setting that up, it should work for the first situation I'm looking to address. How do you guys do it - I'm assuming the emails I got when I started my trial were all automated? Thanks Rick

Hi Mortaza Yes, looking at the csv in notepad, it is all correct, and opening in google it is correct - my issue is just in Excel!  I can't think why though, it's like it doesn't have the correct character set? Thanks Rick 

Hi I would like to send an email to a customer x days after the completion of a specific task. I have been looking through the forums and there are already quite a few threads about this topic but they are all a few years old and I thought it would be worth re-visiting to understand what the current wisdom is? What methods do people currently ...

Hi We have a customer called: Lollipops Soft Play Café Bournemouth However when I export the data from the system the name is being displayed as: Lollipops Soft Play Café Bournemouth How can I handle this correctly? Thanks Rick 

Thanks Mortaza. Does that mean I just didn't choose the "replace links" option when I created my new screen?  I see my links on the home screen were updated which makes me think this was user error! Thanks Rick

Hi I have created a new version of the ContactsPortal_ReceivePayment screen.  This is working fine, but when a customer has made a payment they are being redirected back to the original ReceivePayment screen rather than my modified version.  I can't find where to update this value, can anyone point me in the right direction? Kind ...

Hi Inder I've not populated any of the name fields on the Customer (Customer not contact!), just Customer Name, Company Name and Contact as stated.  Is this a case of Method interpretting the data I've entered. The name (forename/middlename/surname) fields are empty in both Method and QB. Cheers Rick