Method Community

Hi Alex, The fields listed here as only FieldName_RecordID are already linked into the BillLineItem table by their other identifier. Do not delete any of the stock Method fields, you will almost certainly get errors. What kind of error message are you getting when attempting to delete your test field? - Justin

pdx971, I'll see if there's anything in the pipeline for this, and make a recommendation if there isn't, but I cannot guarantee anything. I'll post back here once I have some more information for you. - Justin

Hi pdx971, You can create links in Method that point to externally shared documents on other services, such as Google Drive or Dropbox. You users would then click the document links in Method and be redirected to their document on whichever service you've linked to. Hope this helps. - Justin

Hi tmeyer, Is it alright with you if I log in to your account and take a look? Let me know. - Justin

Hi Allison, Maureen is correct. On Step 3 of the grid wizard, select the desired Filter View from the dropdown, then click New / Edit.... In the resulting pop-up, check the box for This is the default view for the grid, then click Save & Close. This should now be the default view for the grid. Thanks Maureen! - Justin

Hi Chris, Have you tried right-clicking on the screen and clicking Reload screen? What about right-clicking on the tablink bar and choosing to refresh the page? Which browser are you using? - Justin

Hi pdx971, Head over to Customize > Tabs in Method and click Edit Tab Links... for the Contacts Portal tab. Is your custom screen the one listed here under its associated tablink? Let me know. - Justin

Hi Alex, The change to ReceivedQuantity should sync over from QB to Method. If you change it in Method, it should sync over from Method to QB. If you change it in both, the preference you have set under QuickBooks > Synchronize in Method for "If an editing conflict occurs" will determine which value is ...

Hi Micahk, Google doesn't give us access to calendars that already exist in your Google account, however if you create appointments in the calendar that Method creates, they will sync from google to Method. You should have a calendar in your Google account called YourCompanyAccountName : YourUsername. If you create any events in this ...

pdx971, Method:New is not using HTTP/2. - Justin