Method Community

Is there any update on this, or has the issue perhaps resurfaced? I had issues today trying to drag and drop fields in Chrome.  Can you guys maybe do browser agent detection, and push some kind of notice about what might not work? Thanks for any updates. Best, Ken

Hi Shaun, There shouldn't be a field called CustomerName -- the field you would use is "FullName" in Customers, not ParentFullName. Can you confirm that FullName is there? If it is, that's the one in the list you should use. As for the second problem -- you can only move a section if it has fields/objects in it,  so make ...

Issam, You will need to create a new customer that represents the vendor. In Method, you can do this by going to Customers > Customers and Contacts List and clicking New Customer. - Adam

Hi sbradley, Glad you were able to figure this out. I might actually use this as a reference in the future. I can see it helping other users who may be similarly stuck. - Adam

Ok, in the customer table I see FirstName, Email, and ParentFullName.  My first question is, where is CustomerName? I don't see it in the list.  Second, I just want to confrim that ParentFullName is the field I need that correlates with the drop down list for subcustomers on the NewCustomer screen When I add a new section ...

Hi swm023, To answer your first question, regarding the error message you are receiving while creating a Work Order within the "Scheduling and Invoicing" app, this is likely something we we need to see first hand to help resolve.  Would you be able to send me a private email with the Company Account name you use to login to ...

Hi swm023, To shift the section up, you have to press the up arrow that's right beside the "Delete Row" link on a section. Does that not work for you? You would link the table to the Customer table, which has all the customer information. Make sure you check off any checkbox that says "show common tables only". Let me ...

Hi Adam, Thank you for your response. How do I create customer records for the vendors? Thank you,

Hi Issam, My apologies for the late reply. Unfortunately you won't be able to link Work Orders to Vendor Bills since Vendor bills do not sync to QBO. This is why the Bill screen is hidden on a new Method for QBO account and also why you can't find the BillLineItem table in the tables list.  There have been some updates to the Inuit ...

Yep, that's the way. Thanks for listening to my internal rambling! lol