Method Community

Hi andy, Yes you can use an SQL override to accomplish what you're looking for however the grid search/filter functionality may not work correctly. If you don't mind me asking, why are you looking to show the Customer tag list? The reason I ask is because you can achieve the same result by applying the appropriate tags to the main ...

Hi KUpham, We actually have an option to uncheck items so that they don't show on an invoice. The unchecked items won't show when the invoice is created.  This will allow you to enter your job costing as needed on the work order. - Adam

Hello, I've only been using Method for about a month, I'm a former QXpress user. I have figured out how to enter employee times for job costing work orders and generating Job Summary Reports. Up until now our jobs have been labor only (ie: Spring Clean Up; Gutter Cleaning etc.). Now we are beginning jobs that have materials. We bill a ...

Is it possible to use an SQL Override on a grid based on the 'Contacts' table to display the 'Customer.TagList' rather than the 'Contacts.TagList'?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4045) - when a contact was selected from the contact dropdown list, the “phone” field was not being populated. This was caused by the phone value being entered ...

Hi Dawn,  This message is telling you that there is a problem with action #21 on the Go To... link which in this case is the Go To Tab Link action. To get to this action follow these steps: Edit your CRM_EditCustomers screen  Edit the Transactions grid in the Transactions section of the page  Go to Step 2 of 3  Find ...

Hi, You won't be able to type in this field as its a field tied directly to a Quickbooks table.  You can add Customer Types in Quickbooks which can then be synced to Method.  However, you can't modify this via a grid as its linked from the Entity table as a text field.  This essentially means it acts as a read only ...

this doesn't seem to work.  i appeared to have a field called 'Customer type' on my customer page but couldn't type in it.  so i tried to change that and then lost the field.  though the label for the field is still there.  any thoughts on how to make this work?  i was also hoping it could be a dropdown ...

Hi Karen, Not sure exactly what would be causing some invoices at random to be affected by this issue. Try using the stock screen and template to see if the issue persists. If not then it's most likely a spacing/formating issue with the template itself. One of my colleagues slightly tweaked the spacing/formatting of his invoice template ...

Hi Marcelo, Unforunately, you can't modify these options.  Please see this post for more details and an explanation of the statuses. - Adam