Method Community

Nick, I lied.  I was able to re-create this by deleting it from the contact record specifically.  It seems that somehow we're making this a required field when saving the contact. I'll put in a ticket to the team to get to the bottom of this. - Adam

Hi Nick, Have haven't been able to re-create this.  I've deleted a number of emails in my test account, both within Method and QBO without issue.  Do you have any conflicts or errors when you sync?  Does this happen with all of the contacts or just this one? - Adam

Everytime we try to delete a contact's email it keeps coming back. We even deleted it in QBO and it came back again. Replacing works, but why can you not clear the email field?

Ashur, I know the default customer and contacts list utilises the 'Contacts' table, but we would also like to display tags from the main customer record on the same grid.

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 ...