Method Community

I need to give access to various employees to view various screens like edit cutomer, customer list document list, documents, etc. but I I do not want them to have the ability to edit anything on the screens besides adding new activities. Is there a way to do this? If so what is the easiest and fastest way?

I created fields on the new customer screen that when is this a new job is checked there is an action that locates the lastrecordID and adds 1 with the basic math and then enters the number in the job number field. This has been working fine on our other 2 accounts but for this new account that I imported the screens it is not working properly. I ...

It is a customized field created in quickbooks and it is customized in method. Retrieves record id from table >0 and adds +1 with basic math from last record ID. This screen was recently imported from another company account. Not sure if this also effects why this is happening.

I imported the screen to new company and job number which is basic math last record ID +1 is repeating. It should never repeat. Please advise

I imported my customized screens from another account but my customer list is showing certain feilds as links instead of the actual info. For example Job Number, Job Status, Job Percent are not showing the # or the status it is just showing the actual name of the field appearing to be a link but nothing happens if I click on it, The job # and the ...

There is a possibility someone accidentally deleted a job in Method and I have to retreive it. It still shows up on the customer list but when I click on the go to link, I get a blank form. Is there a way to retrieve the info??

The bill rate an the amount fields are not in the time tracking table. I do not see the linked fields to add them to the time tracking table. Where can I find them to add them.

Yes you were right, I unchecked the subtotaling for the amount. Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments? and an additional column with the amounts of the invoivces prior to taxes added?

I do not see the bill rate as an available field to add the the time tracking screen and grid and to the employee list.

Why are the the received payments added to the invoices to the bottom line total and not credited?