Method Community

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

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO) Estimate Improved (#4388) - Added BillAddressLine4, ...

Hi Laura -- Please see my previous response. We can try and handle this via the phone. Naeem

As a follow up question, how can I go about finding out what table is associated with a given dropdown field? For instance, the field "AssignedTo" in the table SalesOrder is a dropdown. The list contains several employee names. There is an accompanying field that Method creates called "AssignedTo_RecordID". When I select an ...