Method Community

No you can definitely use Method and do other work all in the same browser, sometimes people run into caching issues which is why we advise to either try a different browser or clear their browser cache. Glad to hear you're loving Method, we are too  The conferences are always helpful, both for training and networking. - Ashur

Hi Marc, You can create a dropdown field in your Equipment table to link to the Customer Name field from theCustomer table. This will help you assign records to a specific customer which you can then view in your custom Edit Customer Screen. - Sam.

Thank you. I am working on a new screen to assign work orders to equipment. So we can keep track of all our maintenance on our trucks, mowers, blowers etc. I have all my equipment in QB as fixed assets. So I am thinking in the grid of the new work order screen I have the job item column that I can filter so only service job items will show, ...

I think I tried both methods. Currently I have a grid set up as 'list data from which table? Detached: Equipment Table' As I say I believe I also tried this by adding the fields to the customer table as well. I tried for so long to get it to work right last night I can't really remember what I tried and what I didn't! It all ...

Marcelo, To create a dropdown field, you should start in the Customize>Tables/Fields tab link. Find the table that you would like to add the dropdown field to, in this case probably the ActivityJobItems table. Click into Edit Fields... and from here the Field Type option will let you choose a new ...

Hi simplywales, Can you let me know how you have the new section setup a little more in detail please. Are the new fields you mentioned username/IP Address/Password coming from your own table maybe called Security or are they fields you created in the Customer table? - Sam

Hi Marcelo,  I think the best way to describe this is with an example. A lawn care company may have a series of occurrences for each client. Due date start could be used for when they start each job, and due date end could be used for when they should approximately finish the job, in this case probably a few hours later. If you ...

do you recommend running method in a different browser to what you use for other sites? I did have a lot of tabs open in firefox doing different things as I was also working in method? I hate using IE, but wondering if I should just use that for method and then do all my other work in firefox? thanks for your help by the way, loving method ...

Hi turnervs, Unfortunately there is no way to switch from Method for QBO to Method for QB Desktop, mainly due to the differences in table structure between both versions. The quickest way would be to sign up for a new Method account and link it with your QuickBooks Desktop company file. - Sam

Hi Ben B, This may have been one of those weird caching issues, we usually see this happen with Google Chrome and not so much with Firefox. If you encounter a problem in the future try clearing the browser cache then try again, and as you already know, the alternative would be to try a different browser. - Ashur