Method Community

Hi there,  Do you have any good tutorials on how to add a drop down field to a screen?  I'm currently in the process of creating a new dropdown field under our New Opportunities screen called "Customer Discounts" (obviously to keep track of any discounts we've provided to our customers)... I've ...

Thanks Ben! This helps a lot!

Is it possible to do a report on active/inactive estimates using the Import/Export Tool? If so, I'd like to try this. I'm not looking to create a fancy report, I just want to be able to get data in a csv format. Thanks Ben! 

I’m not sure if you can assist me with this, but I’m trying to create an Active/Inactive Estimate Report in Method’s Report Designer that I can export a csv. file. It seems to be working fine, but it only puts the first 100 records on the csv. file. I should have over 1,000 records on it. Is there something special I need to ...

I'm getting an error with previewing a report that states that "Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index." Is this something you can help me with? Thanks!

Thank you, Audisho! I really appreciate your help! 

When we print a quote, Method is pulling the "unit cost" (before markup), when we want it to be pulling the "sales price" (after markup per unit). Is this something you can assist with? Thanks!

How do we go about adding the "Bank Info" to the bottom of our Invoice Reports? 

When we're printing out invoices from Method, they appear in US dollars and not Euros. How do we change the report to reflect Euros not US Dollars in the Report Designer? Thank you! 

Has anyone in this forum created some sort of opportunity for lost or closed estimates? Something that can be used to keep track of why a estimate was lost or closed and possibly assigned an opportunity to it? I'd be interested in what other people have done for something like this. Any information you can provide would be greatly ...