Method Community

Hi Mike, For the most part, removing the ability for a user to select the save buttons will essentially give them a read-only version of the screen. They will be able to make changes to data in the fields, but since they do not have access to the save buttons, these changes will never be saved. Additionally, on the transaction screens (sales ...

Hi industrialrobotix, I just want to let you know that I’ve put in a feature request to add estimates to the app ribbon in the opportunities app. I can’t provide an ETA for when this will be available, but I’ll keep you posted on any updates that I receive via this forum thread. I hope this helps. -Audisho

Hi Matt, I tested this with the CRM_Activity report and I’m seeing the same thing. It looks like the list is only including the first 10 items. If you select not in list you will probably notice that the 11th, 12th etc. items will be included anyway. I’ll create a ticket for the development team to investigate. I’ll keep you ...

Hi Matt, I know that you’ve probably already done this, but just to confirm; Have you tried displaying your list on the screen to confirm that is contains the expected record IDs (if your list is not just a text input object)? Have you confirmed that the record IDs are correct? I’ll see if I can replicate this and post ...

Hi Jason, Method will only need to generate a screen upon sign in if 1) You left the screen designer open to the screen when you signed out of Method or closed the tab / window 2) You selected Save & Close from the screen in the screen designer, but selected Cancel when you were prompted if you would like to publish the screen The screen ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...

Hi Wayne, You can accomplish this using the List Builder. Essentially, the list builder allows you to generate a list of customers, leads or both and perform a mass action on the list. This includes generating an activity for all contacts or selected contacts in the list. Take a look at the documentation that I linked and consider watching the ...

Hi Alex, I understand your concern and I apologize that this limitation was not documented anywhere within Method or our Help Center for you to see. I know this does little to help you now, but I will make sure that we update our documentation to indicate this limitation. I do want to correct you and state that we do sync with QB custom fields. ...

Hi industrialrobotix, By default, Method will send transaction emails to all of the customer’s contacts that have the “Opt-out of Billing?” box unchecked (set to ‘No’ in Method New). All of this is processed by the screen when you select the send email button. Creating a workflow that allows you to select the ...

Hi industrialrobotix, I’ll have to check with our product team to see if we’re planning on adding estimates to the app ribbon in the opportunities app. I’ll post back and let you know. If we do not have plans to do so, I will be happy to write up a feature request ticket for this. As for inserting images into text fields, we ...