Method Community

I noticed whilst editing the ’Edit Case' screen the following conditional statement on the 'Lead / Customer / Vendor / Employee Info' button... The Entity.RecordID is retrieved using the FullName from the 'Customer / Vendor' screen value. If the Entity is a customer the edit customer screen is opened in a ...

Sorry for the delay on this - WorkersComp and GeneralLiability are default fields in Contractor Edition. more info... A user refreshed my memory as to some "Contractor Edition" fields not showing in Method.  We use Enterprise 12 - Contractor Edition.  If a QuickBooks user tries to pay a vendor who has expired Workers Comp or ...

Where do I enter the multiple contacts that I want to recieve a specific eblast without having to enter them one by one? I already created tags, can I choose those tags as recipients?

Allo, and welcome to Method’s weekly blog! Or is it bi-weekly now? I’m not sure! Anyway, today is Halloween so a few people from Method dressed up. (I dressed up as a cat because my daughter wanted me to wear ears.) Like our T-Shirts? Also, I recorded myself pretending to be a cat with Alex, who dressed up as ‘Grumpy ...

Adam, So, I guess that would be the same on all linked fields from QBO to Method. Thank you for your help. VLocke

Hi Vicki, Unfortunately no.  There is no way to change where the field links from QBO to Method. And even with a linked field from the Contacts table to the Customer table, changes have to be made to the Contacts table in order to save. Since the linked field would be on the Edit Customer screen, you will not be able to write to or save the ...

Adam, Thank you for your response.  I have added the field like your described above and I know it does work.  We wanted to link the website field from QBO to the customer website field in the Customer screens.  Is there away to do that? Thanks, VLocke

Hi Vicki, Sorry for the late reply.  I wouldn't use a linked field for this, since you won't be able to edit that data from the Edit Customer screen.  I would add a new Website field to the Customer table, then put actions in on the save and load events.  On the save, use an Update Field in Table action to update the ...

Perhaps I will proceed with the hidden pre-filtered grid concept to replicate the more advanced table queries. If at some point you offer a beta version or upgrade to the ability to define the SELECT query criteria for table loops, I would love to hear about it. Thanks. Charles

Hey Charles, I'm sorry the process has been so frustrating.  After doing some advanced testing I was able to replicate your scenario (thanks for the additional workflow details).  Unfortunately, at this time I am unable to provide you with a better workflow than you've noted above.  We ...