Method Community

I am trying to load a record from a grid through the select button that will populate the relative screen in a pop up.  How do I configure the actions of the select button to accomplish this?

I put some information in for a hover tip over one of my fields, and I was wondering what codes I could use within the text of the tip to configure it so that it is more visually appealing.  I know how to make some parts bolded, or underlined, for example, but I was wondering where I could find more coding that was available to use.  For ...

Hi JWS, I addressed this issue on your other question here. Let me know in that thread if you needed any other clarification on the matter! Cheers, Naeem

Hi JWS, First, can you make sure the screen you are editing is the right one? You may still have the stock "Sales Orders" screen up (which is not editable) -- hover over the "Sales Orders" link and make sure it says that the corresponding screen is the one that you edited. If it's still pointing to the stock screen, you ...

I am having trouble picturing this. I can't get it to work. I tried making it so the dealer can't see the list at all (by unchecking the box in step 8). Yet when I log in the via the portal (which is where a dealer will log in) the list remains there.

Val, Can the same thing be done in a Grid?  The nice thing about using a Grid would be Dynamic filtering and sorting and Export. Thanks! Ken

The values for the Workers Comp and General Liability fields would be dates.  I will email a couple of screenshots to the support email that show more about this. Thanks, Garrett

Hello Issac,       Method does not sync with custom fields created in QBO.  It is a limitation of the IPP (ie. Quickbooks Online) and not Method.  We are hoping for an update soon from Intuit.  You can read our Help Center guide on the topic here.      For your second question on the ...

Hi TimHomer, Each customer you enter already has a unique number associated with it called the RecordID. To view this attribute, expand the Customers and Contacts grid to show recordID and EntityRecordID by clicking the gear on the bottom right and updating the grid. The recordID will correspond to a contact while the EntityRecordID corresponds ...

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...