Method Community

Interesting - thanks. I was wondering why it wasn't there but why I was able to drag the Notes field in from the field list. I had to check the Entity/Customer tables first

Mike, Just an update about my comment on why notes are located where they are on the EditCustomer screen.  This was done because we didn't want our users to mistake using notes as Activiites.  The notes section was added to the More Actions button so that a user in Method would be able to easily access/view any notes for a ...

Hi Mike, It looks like QuickBooks doesn't like receiving an empty field after it has been populated.  I did several tests based off what you said, and agree if you add a note in Method for a Customer, sync to QuickBooks, then try to blank out the note from Method, QuickBooks doesn't allow this blank value, so it keeps the ...

Hi Skye, I did look into this a little further, and I was actually given some good suggestions on how you could make your own type of lock.  I haven't had the chance to attempt this myself yet, but figured I would at least give you some ideas while I am working on this.  There are a couple different approaches you could take, to ...

When I try to delete the contents of the Notes field on our Edit Customer screen, the note keeps reappearing. I even did a separate test where I linked a copy of our Customer List screen to open a copy of the (stock) CRM_Edit_Customer screen, to which I had added the Notes field (it's not in the original stock screen). I deleted the ...

Hi Micheal, Sorry for the late reply. I've actually been able to reproduce this issue. I'll put a ticket in with the development team to have a look at it. As a temporary measure, you can go to the QuickBooks tab group > Employees > Time Tracking and uncheck the "Wait for sync approval" checkbox for the time entry and ...

Hi Ben, Thanks for looking into this, I have done as much, but I've only been working with method for about a year, so entirely possible that I'm just overlooking it.

Hi Skye, From stock screens I am not sure this is possible, however please give me some time to look this over and I will get you a firm answer on this. -Ben

Hi guys, We have multiple dispatch, and we have run into a couple issues where more than one person is working on a ticket at time, and they end up overwriting each other.  Is there a way to make it so that the ticket is considered "checked out" so that doesn't happen?  As a side, we use ticket, but it could actually be ...

jvandelicht, You'll need to go to Customize > Tabs > Edit tab links for the Customize tab. When there, for "Screens" click Edit under "Roles that can view", click Edit.  You'll see this screen: Whatever you users role is, will need to be check here in order to view and edit screens. - Adam