Method Community

Hello! When creating the invoices and estimated in Method Design Reports, I have successfully added the currect "label tasks" from the field list in the appropriote areas. Unfortunitly, the type area that I want to pool from the customer invoice/ estimate screens that is being used is "Customer Type" (A Drop Down Field). The ...

I am having a bit of trouble with the outlook integration. I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal. Has anyone completed this? It was my understanding form a tech call that an e-mail can be sent within outlook from Method with ...

Thank you. Smooth as can be!

I have created an invoice and everything has been working well in the Method Report Designer. I am having issues with how the Ship Date is displaying on the invoice. Instead of having it show like this: 3/28/2012 1:00:00 PM I woud like it to display like so: 3/28/12 Can you edit this field the same why you would edit the balance fields to show ...