Method Community

I found a solution buried on another thread. It had to do with Method Report Designer. The solution is copied below... With regards to hiding the group items on a report, you'll need to modify the Estimate report. You can use the existing Estimate report and edit the DetailReport section. Add a Filter String, so that ...

We use QuickBooks and Method CRM together and we are creating groups of items from various vendors that we sell as one packaged item. We don't want our customer to see all the individual items, just the one package we sell, with a price and description. I know when setting up the group there is the option to "print items in ...

Thanks for your response! I suppose I would have driven myself crazy trying to solve it in Method  I'll see what I can do in QuickBooks. Thanks again!

For some reason when we create a Sales Order/Acknowledgement we are limted to 11 characters for the Sales Order Number. I've tried editing Screens and Tables/Fields and I can't seem to figure out where it is set to 11 Characters. Thanks for any help!

I recently set up a way to apply a set discount level to items from our price list, on our purchase order screen using Actions, and Basic Math Calculations with Conditional Statements. The discount applied is based on “Price Levels” of our customers (10% or 15 % off list price, etc.) However, we have about 25 items that we ...