Method Community

Hi Andy, Something like this is possible.  What is the end goal here though? What information from the work order do you wish to show?  Also remember that you'll also need to link the appropriate tables together so that they can be used in the report. - Adam

Nick - to respond to your question about API vs Interface. It all goes to the same place. The API saves data to the same tables and shares the same common libraries as the interface. It flags to the sync engine that a sync needs to be done in the same way too. The sync engine is de-coupled from both the API and the interface, so it makes no ...

Hello Tim,     Are you modifying pre-existing fields in the invoice and estimate tables?  It may be restricting you to change attributes of a field because current values in the records violates the new attribute.  eg. You can't make a field mandatory if fields are currently blank.  Also, what do you mean when you ...

Hey kenlyle, The phone numbers are indeed normalized into the "Entity" table -- thus, if you go to the "Entity" table (click on Customize > Tables/Fields > Entity > Edit Fields) and add a new field named "IsSMS" (with the necessary field details), you will be able to reference the IsSMS dropdown in any ...

mlepitt, The case number cannot be modified it is actually the RecordID (an auto-incrementing field that exists in all tables). What kind of case numbering system do you use right now? -Michael

Sorry for the late reply.  Worked perfectly

Hi Conner, You can definitely accomplish this, but the Transaction grid / table isn’t the way to go, as it doesn’t list item names or descriptions. You’ll need to add your own grid to the screen and if you want it to list items from sales orders, then use SalesOrderLine as the base table. Unfortunately, the SalesOrderLine table ...

I am trying to transition mathod from our qb desktop account to qb online. My account manager toldme I need to open a new account and export data from th eold acount currently tied to qb desktop to the new account tied to qb online. My question is, what will not move automatically when QB synchs with method? I imagine that activities will need to ...

GOAL Enhance the CustomerPortal_Home -> DueTransactions grid to include the Invoice->PONumber and restrict viewing to only records related to the current logged in user.     Invoice (RefNumber) | PONumber | Amount | Due Date | IsPaid I then need to make one more screen (grid)...      Invoice (RefNumber) | ...

Good morning all, I would like to start using Method:New more but it seems to still be missing many if the things I use daily.  Maybe I'm just missing some of them and you can point me in the direction i need. 1) I mainly use work orders and I can see that none of those tables are available as of ye so we'll skip that for ...