Method Community

Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...

Ashur, That certainly works, but there is no control over the format of the report or the page setup. Exporting to Excel is a better option. However, filtering an existing report would be BEST. Mario

"May" version now available The following updates are available on the staging site, as of May 2nd.  You can access the May version by clicking "Switch to the May Version" when you sign into Method. Improvement: We have moved report and chart generation to a separate server. This makes the speed charts and reports get ...

There are several different services we providie our clients. In addition to print we also sell supplies for large format printers. What I am looking to do is add printer information to the client for querying? Is there an out of the box field I can use or is this a custom attribute I need to add Kyle

Yes, you'll need to add records (entries) to your Certification table. What I meant was you can add the fields which are in your table to your custom screen. That way any data you enter into those fields and save will be inserted into the table. The screenshot below shows the the screen editor; the left side shows the available fields in my ...

I'm not sure exactly what you mean. The Certifications table is currently blank and has the following fields: Fullname Year Quarter Certification 1 Certification 2 Certification 3 Do I need to pre-populate this Certifications table? I was looking at showing in the grid a list of all customers, and their associated Certification ...

I would like to convert some dormant customers back to leads. I currently have a quick-and-dirty screen with a grid that shows me all customers and when I select the customer in a particular row, it sets the active record ID for the screen to be that customer. Below the grid are Sales Rep and Tax Code fields that I can change and then save for ...

Hi Mario, Are you looking to create a report to be generated on another screen? If not, what you can do is just export the grid to a PDF. You can add a button to your screen and utilize the Export to PDF action. Is this what you're looking for? - Ashur

Hi Mike, You need to first add entries to your table. You can either enable adding and editing on the grid and set the appropriate actions in the After Edit and After Add events. However, the simplest and most time efficient solution would be to add the fields in your table onto the screen, then add a Select link to your grid. That ...

Hi Andy, Please enable MethodSupport on your account; go to Customize > Users > scroll down to the bottom of the page and ensure there is a checkmark in the Active box next to MethodSupport. Then email me your Company Account name and contact number so I can reach out to you. I think I've replicated the issue but need more details about ...