Method Community

Hi David, We actually discussed this issue in a little more depth on the phone when you first posted this thread.  The issue we have is that Method is not able to access the Quickbooks Company "ShipTo" field, if you look at the Company table in Method, this field does not exist.  This is the reason why we do not populate the ...

Hi Andy,  I tried this out and I'm getting the same error. I'll have to look into it a little further. In the meantime though, a workaround could be to put your TxnDate filter directly into the Report Designer. Use the Filter String for the DetailReport band. See my screenshot below: I'll post here as soon as I have an ...

A user emailed Method with this question: Could it be possible to create a hyperlink in Method that can carry CRM actions?  This way, in the customer notes field, we could send CRM users to another area where the details are stored.  Also, QB users could at least see that more information is available in the CRM. Hi ...

I need to revisit this issue.  We had created a work around where we put the company name in a label on the report designer and this works for us most of the time.  However, we now drop ship some of our Purchase Orders and ship directly to our customers, so in this case, having the label with our company name in the "SHIP TO" ...

Jason, thanks for the links. I have inserted the necessary date picker fields along with the date and character functions. These are working as I am displaying the script in a message before generating the report. However, I'm getting an unspecified error when generating the report. My script is as follows... WHERE TxnDate ...

We are really excited to tell you that the Method CRM team has been shortlisted for the PWC Vision to Reality Awards. The Vision to Reality Awards celebrates Canadian companies in the technology sector who have “demonstrated successful growth, and whose outstanding achievements have made them some of Canada’s ...

A user asked how to delete the tax code label that shows up per item on the stock Invoice(Product) report. See below: To delete this, you must edit the report. Here is a link to an article about the Report Designer and within this article you'll find a link to download the program. Once you're in the Report Designer, make a copy ...

Hi Andy, I believe this forum post will help. I talk about how to filter by the TxnDate with an advanced script. You could use a similar script in your Generate Report action. Also, this post will show you where in the Generate Report action you could put the script. Let me know if you have any further questions! Jason

Are there any guides on using advanced scripts when generating reports? I need to produce a report using the transaction table based on a selected customer. The report needs to be filtered using two date ranges and the TxnDate.

Hi alarmone, Our Help Center is the best place to go for instructions.  Here is a link to creating Customers. For info on Field Services, click this link.  You'll also probably want to check out the Work Order article and the Creating Invoices article. For invoicing, I'd recommend creating the work order for the ...