Method Community

Glad to hear it! :) Thanks for your patience with this.  Jason

Looks good. I'm able to just add an opportunity without it changing any of the data. FTW Nick

Hi Nick,  A fix was implemented on your account. Let me know if the issue was resolved or if you're still experiencing problems. Feel free to email me.  Jason

The support team received this email: I’m having some difficulty figuring out how to add the “job site address” on the work orders. Typically under the customer field on the work order the billing address is printed, while on the left side the “Job Site” field is left blank. In the work order screen ( creating a new ...

   As it is now, customer message in Method has a dropdown menu that has what is entered in QB. What I'd like is to have option to update this list directly from Method (to add entries there). Has anyone found a way to do that?

Hi Matthew, We spoke on the phone. We'll use LinkedInConnection as our example field.  First thing you want to do is add the field to your Entity table. Next, you can link your LinkedInConnection field to the Contacts table. To do so, click Edit Fields... on your Contacts table and choose Add a Linked Field (see ...

Tom, Just wanted to let you know that another option would be to add a dropdown list field.  This way you can just select a lead or customer type without having to type anything in.  This will also allow you to dynamically update that list if additional types need to be added.  You can find some information on creating ...

Hi David, In what screen do you see that address as different, the main Edit Customer screen or another screen? Customers and Leads are actually located in the same table in Method, the Entity table.  The only difference between the two is a field called IsLeadStatusOnly.  For a Lead record, this field is set to True and prevents ...

Hi TomW There are two options I see for you.  You could do as Nebo did and create a custom field and populate it.  This will require some customization to edit the screens to add the new field to the screen and the grid.  Also, depending on how the Leads are coming into the system, some additional work may also be ...

Hi David, If you edit the stock Quickbooks_Estimate screen (used in Method for Quickbooks Desktop) you should find the Create Sales Order action set within the More actions... button. It might help to reverse engineer this action set. There is a Basic Math Calculation action within this action set ...