Method Community

Ok, I see the transactions again.  However, now I have the original problem I had last year, where sales receipts show as 0. (See customer Bernstein) They walked me through channging the amount field to reflect the amount properly see below. Since my original custom screen no longer works, I can't copy it.  These are the steps ...

Mobile Customer sceen.  I've tried to replace it with the stock screen several times by copying the screen and choosing replace links.  I have an android phone that I use to test the screen becasue that is the device I use to view customers when out of the office.  I copy screen.  Publish it.  Then save and close and ...

Hello, I had customized the Mobile Customer screen several months ago because sales receipts were not showing an amount correctly.  I wanted to do some further customizing so I could filter it to only show customers with balances.  I tried modify my screen and it would not work.  I tried to create a new screen by copying the ...

I tried to view Mobile_Customers screen and I get an error:(see below)  I followed instructions and gave permissions to all users and logged out and then signed in again and still get this error. Welcome to Method Mobile. Unfortunately, you either do not have any mobile-optimized screens, or you have not been given permission to access ...

I do not have any idea how to create filters or customize screens.  Forgive me, but you will have to give me step by step instructions. Thank you Lori

The mobile version view is very limited, only showing customer list.  When I log in on a desktop with regular classic version, it allows me to choose different customer flitered views like "Shared customers with balance over 0"  How can I get a view like that in the mobile version?

I was cleaning up my startup programs in MSCONFIG because my computer was running slow and I must have unchecked the startup for the Method Software because I get a pop up box to sign in for Method with Company name, sign in name and password when I open my Quickbooks and then I got an error that Method stopped working.  I went back into ...

Would you explain how to create a Filter View with the Transaction Grid's wizard you are talking about? And what do you mean by copy the logic?  I don't know how to get to that. Thank you

I checked the active box and our company name is ****.  Go into the mobile sign in and look up the customer Smith, Kevin & Donna 10/14    and then go to the transactions tab.  You will see on the grid that it lists a payment, a sales receipt and an invoice.  It shows a total of all 3 of them.  I would like it to ...

How can I change the mobile screen for customer transactions to only show sales receipts and payments?  Right now it shows invoices, payments, and sales receipts and then totals all of them which confuses my sales guy.  He only wants to see customer payments and sales receipts totaled.  This is how it looks now.  As you ...