Method Community

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

How do you create a dropdown field in a grid? In the new work order screen, in the job item grid I want to create a new dropdown field that will let me choose from fixed asset items

I suspect I'm missing something really obvious! I've created a copy of CRM_CustomerEdit > I've then deleted the Opportunities section and replaced with another section I've called security. In this section I have a gride with username/IP Address/Password etc etc. THe problem I have is that I cant figure out how to link that ...

well figured out a work around but now cant import anymore. It just gets stuck at this screen.. http://www.flickr.com/photos/46155768@N00/8544678351/ not letting me show picture for some reason so here is link edit - well something was up with firefox as tried to import using IE and it worked fine.

When I set up my trial Methods CRM, I intergrated it with my trial QuickBooks Online. I have decided to continue using my QuickBooks Desktop as QuickBooks Online does not support multiple currencies. How do I delete my intergration with QuickBooks Online and intergrate it with QuickBooks Desktop? Thank you.