Method Community

I had a someone ask this question: Q: How to make fields/objects hidden for certain Method Users. A: I will use the example for the Edit Lead Screen and we will make the Sales Rep Field not visible for all users except "Ben" (the UserName Ben uses to login to Method with). With the Method Screen Designer open to the CRM_EditLead(2) ...

Hi Karen,  You can use the Assign Value to Action Result action to assign a script to an action result. I tested this and found that this format will work: Now that the script is assigned, you can use it as your Where Script in your Retrieve Value from Table action. Use the advanced script option and choose the action ...

Agreed.  I found my answer with quickbooks forums.  Let me know if I am able to hide the "subtotal line item" from the estimate/PO when viewing/printing

David, This is more of a Quickbooks related support question. It may be useful to speak to a Quickbooks ProAdvisor about setting up accounts or deciding which one to use as this will affect your accounting.  Jason

Chris, If you go to the main Method sign in page (found here) you will see the option at the bottom of the screen to Switch to the August version. Eventually, everyone will get switched automatically to the August version and this step will not be needed. Jason

Hello, and welcome to this week’s Method blog! My name is Errol and today I want to tell you about my next video series: Customers! Look! I'm pensive! You know what was difficult? Explaining Contacts. Jason tells me that this is a common question: what is the difference between Customers and Contacts? I explained this in the ...

Jason, Thanks. I have searched on your site....and don't understand....do i need to do something within my account to get the latest and greatest versions of method if i have quickbooks online, or does it just get uploaded and is seamless to me?

Jason, when setting up the Discount item, which "account" would I use?   Accounts Receivable?  I plan on using this discount item on invoices and estimates.   Thanks

Hey Jason, The first suggestion won't work #1 because I'm trying to filter on transaction date, not created date, and two, because there is no way to tell it to find transactions BETWEEN two dates in the regular script.  That's been my problem from the start. As far as the second suggestion, as I said originally, I have looked ...

Hi Karen,  There is an option to use an advanced script right in the Retrieve Value from Table action. You might also be able to do this with a regular script by using the Where Field. See my screenshot below.  Also, here is an article with some simple SQL scripts from our Help Center. Included is some options for date ...