Search results by user ID 6617

Re: Multiple dates on Activity

Maureen — Fri, 24 Aug 2018 19:05:05 GMT

Ok, Thank you.

Multiple dates on Activity

Maureen — Thu, 23 Aug 2018 18:27:07 GMT

Is it possible within Classic OR New Method interface, to customize an activity to have more than one date on it that would syncronize to Google Calendar? For instance, I want to only have one activity (NOT create an additional follow up activity), for a contact that I know I need to put on my calender for Aug 25th 8-9am and Sept. 6th 1-2pm and Sept 13th 10-11a. I also want to creat a button that I could click to add additional dates. I would be content it if were within a grid, or whatever my work around would be, but I want only that one activity to use until I have completed the job and I want each of the dates to sync to my google calendar. Can I make this happen???(fingers crossed :))

Thanks in Advance!

Maureen

Re: Gmail Contextual Gadgets shutdown

Maureen — Tue, 08 May 2018 08:44:38 GMT

Thanks so much Ben!

Gmail Contextual Gadgets shutdown

Maureen — Fri, 04 May 2018 15:12:31 GMT

Good Morning,

Will the Gmail Contextual Gadgets shutdown on August 1, 2018, affect the gmail gadget on Method?

Thanks

Maureen

Re: Customizing when working with Quickbooks Online

Maureen — Fri, 30 Mar 2018 13:00:25 GMT

Hi Ricardo,

I am not using QB online yet and am still with the Desktop version. However, I believe you will need to change that in the report designer, or maybe there are multiple estimate form options already. If you download report designer (pretty sure it needs windows operating system) you would be able to look at the forms and or make changes as needed. You will find info in the help section and there are videos. Also, your Subscription comes with one hour of customization. Someone from Method might comment here to give you help in finding just what you are looking for.

Good Luck

Maureen

Group Items not populating on Work Order

Maureen — Sat, 03 Mar 2018 15:36:20 GMT

Can anyone on here help me out with the actions I would need to add to get the child items of a group item to populate on a Work Order the same way it does when you add the parent item to an Estimate or Invoice? The actions are somewhere within the "Update" button so I can not access to see what they are. I have tried some things on my own, but can not come up with the correct actions. I am trying to just add the actions (within a Conditional Statement Starting with IF item type is Group) to the job item action within the Grid and I can not come up with anything that works. Anyone do something similar that they could screen shot for me?

Thanks

Maureen

Re: Inventory Group Item not populating

Maureen — Sat, 03 Mar 2018 15:24:42 GMT

Hi Michael,

Can you tell me why this was not also updated for Work Orders? I have been told by support that I would have to pay for customization in order for the child items from a group to populate the job items grid on my Work Order screen the same way they populate on the Estimate and Invoice screens when the Update Button is clicked. I understand it does populate on the invoice when the work order is used to create the invoice, but my techs need to be able to adjust quantities of the child items within the group when they fill out the work order.

Thank You

Maureen

Re: Customizing when working with Quickbooks Online

Maureen — Fri, 06 Oct 2017 00:25:38 GMT

Thanks Alanna!

Customizing when working with Quickbooks Online

Maureen — Wed, 06 Sep 2017 20:59:23 GMT

Does Method itself function the same regardless of whether you connect with QB Desktop or QB Online? Do the Customizations and Report Designer work the same as well? I understand there are many differences between Quickbooks Desktop and Quickbooks Online, and that a Method Account can not be converted to sync from one to the other. I also understand that not all of the same tables are available from QB Online that are available from QB Desktop. What I am trying to understand is if I know how to use Method, Customize Method and make my own reports while using Method database that syncs with QB Desktop, will I know how to do all of that in a new company file that I sync with QB Online? Redoing the customizations is one thing, learning how to do it all again is another thing entirely!!

Thanks in Advance

Maureen

Re: Why would "Mobile" field be missing from my table?

Maureen — Thu, 25 May 2017 19:23:23 GMT

Thanks Ben!