Method Community

Hi ElginMaid, You have 2 options here; either hide the appropriate fields, or use Group Items instead of separate items. However depending on how your pricing/packages work, the second option may not be a viable solution. To hide the fields on the grid you can just create a copy of the screen, edit the grid, then marked them to be hidden under ...

Yes. It should be possible to customize the Field Services app so that when you edit the job items of a series they automatically update the related occurences. I would start to look into the Copy Job Items from series button (and reverse engineer it) if your looking for tips of how to proceed. Hope this ...

Hi Andy, You should never try to insert a value into any field with _RecordID.  These fields are read only and are for displaying the recordID of the dropdown list being referenced.   As for creating the record in the ItemGroupOrAssembly table, you can use the action result for the insert into the ItemGroup table, as the value for ...

Matt, One thing to understand is that Leads and Customers use the same table.  The only difference between a Lead and a Customer is a field called IsLeadStatusOnly.  When this is set to "True", it signifies that this record is a Lead.  All Customers have this field set to False.  To see this for yourself, if you ...

But if I do that, everytime I edit the series will make changes in all occurrences? For example after the series was created, I want to go back and change either the price, or crew, or est time, ect?

sorry, I did not explain it, send work order to the calendar from the waiting list but not one by one

Hi Suzanne, The new Leads section does not sync with Method as it is not available through the SDK for us to integrate with it.  This goes not just for Method, but for all integrated apps with Quickbooks.  Until this becomes available, Method or any other integrated app cannot sync with it. - Adam

Hi Angelo, Thanks for coming back to me with those details and questions.  In reponse to the questions posted in your most recent reply: 1 - Just a reference/link.  Though I do need to be able to report on these relationships well.  No scheduling or additional functions needed. 2 - I would like them to be in QuickBooks as well if ...

Yes. If you click Edit Series... you can delete all of the occurrences in the Recurring Dates tab. However, this will not label the series as OneTime yet. The RecurrenceType field is the field that holds the values OneTime, Series, ...

Just tried it again and go the error. 1. Clicked on Edit of the QBO_Invoice(2) screen. 2. Clicked on Edit of the InoviceLineItem table 3. Clicked Next to get to Step 2 4. In the bottom-half section under "Edit an Existing Colum".  Under caption I delete "Rate" for field name Rate and change to "Amount". ...