Method Community

I have a question for you regarding the multi-tenancy accounts … We have a multi-tenancy account set up for our Method. Our USA office runs as the "parent" account and our European office as the "child" account. Under our Sales Order screen we've set up buttons that will print off our customer's Order ...

Hi there,  I had in the past created a custom dropdown field in my Estimate's screen to show all available machines at our company. We've recently launced a new machine and I'd like to add it to the dropdown list. Only issue is that I'm not able to edit this dropdown list. Any ideas on how to get around this so that I can add ...

Hi there,  I've posted this question before, but really didn't get any response... When I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can back to Method to look the quote up and it's still ...

I mean... in the Report Designer, what is the appropriate field to change to in order to get the Sale Price? It's currently on dataSet1 - Estimate.EstimateLine.Estimate.Rate which "rate" appears to be the Cost Price. Thanks again!

Hi there,  When I print out a quote from our Method Account, it provides us the Cost Price (before markup) under the Unit Price, rather than the Sale Price (after the markup has been done). How do I change this field in Report Designer?  Let me know if you need me to send you a picture of what my issue ...

Hi there,  This might just be a syncing issue, but when I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can go back to Method to look the quote up and it's still correct. So it appears to be ...

Hi there,  Is it possible to edit a stocked field in Method? I wanted to change the "BillAddressAddr2" field from 41 characters to more... is this even possible?  Thanks!  -Justin

Thank you for getting back to me, Ben! Yes, these are custom fields. 

Hi there,  When creating a New Campaign and saving it... I noticed when I look the Campaign up again in the Campaign list, certain fields are not populating. Any ideas on why? I've double checked to see if the actual field has been added to the Campaigns table and it appears it has, but both pages don't seem to be talking/linking to ...

Ben, you're brilliant! Works like a charm! Thank you!!! -Justin