Method Community

Hey Dustin, Fields accept HTML input, so you can add a link using HTML. You can read here about the "a" tag which allows you to create a web link. The simple explanation is, if you want to make something in your description a clickable link, you have to wrap it with "<a href='url'></a>" tags. ...

Hi Dan A., Have you looked into what's available via the fieldservices app (located under customize-->myaccount)....I'm not sure if it will meet all your needs but it may help get you started. I'm also gonna suggest you contact one of our Method Solution Providers at the following url ...

Hi, How do I prevent a Method CRM user from viewing the G/L accounts in QuickBooks? Also, I only want certain customers to be synced from Method into QB, based on specific Method users. How do I do that. TIA Fred

Hi, We currently have a field in our inventory items that we copy and paste a link to our vendors website or to the item that its being added in. Is there any way we can make that external link a clickable link so we don't have to copy and paste to view the vendors site? Thanks - dustin

Hi Carissa, Yes that is possible in Method! With a Method Pro account you have access to Method Field Services which has time tracking ability. Method also has a report builder for you to create any custom report you would like. The times entered can also be synced with Quickbooks for calculating payroll.  Radwan

Thanks Greg - I was putting my OnClosePopUp actions in the Child screen instead of the Parent. All is well now - thanks again!

Hello bcr_garrett,     I have read your issue and it is one about timing and they can always be a little tricky.      First, when you Clear Screen For New Entry, you take away the information off the screen and it can not be used. On the other hand, it shouldn't affect the refreshing of the ...

Hello, I am not a current Method CRM customer, however, I am considering given Method can solve a current Quickbooks issue.  In attempting to create a job costing report, we are not able to account for man hours assigned to a particular job until payroll is paid.  With Method, are we able to account for these man hours by job before ...

Hi Garrett, Sorry for the late reply. From the look of the screen, they are QuickBooks custom fields. I believe they should sync.  Could you turn on MethodSupport for the account?  I'm wondering if we were looking in the wrong place before. - Adam

Should I be expecting a grid on a parent screen to refresh when using "Clear Screen For New Entry" from Child OnScreenClose?  I am having trouble geting this to work. I am essentially needing to open a popup from a customer screen that lets users update certain customer fields.  When they are finished, the popup ...