Method Community

Hi Marcelo11756, I don't understand what your question is, can you please elaborate and provide an example? - Ashur

Hi jdibona, Do you want to show this information on it's own tab, when I say tab I'm referring to the tab to select before selecting a tab link which points to a screen, i.e. Customers/Activities/Cases tabs. If you want, you can show this information on your Edit Customer screen just by adding another grid to the screen in its own ...

Hi Andy, Method server installations can be really tricky.  I would go over these two acticles in our Help Center for some ideas on what you may need to look for to troubleshoot. Method Server Installations Sync Engine Troubleshooting We also have 5 IP addresses that may need to be opened ...

Can you memorized lists and the use them as a filter?

How do you filter reports?

I have just installed Quickbooks on a new hosted server and installed the integration engine. During installation I wasn't prompted by QuickBooks to allow access via the 'Yes Always...' option. The integration engine is now showing an error... 'Connection Failure...' to IP 72.32.228.234 on port 10000. Method is ...

Ashur, thanks. I'll take a look at that blog. Looks very useful.

I'm brand new to this app so please excuse my ignorance... I sell software and for each of my customers, I need to track the Program, Version, Serial Number and date of purchase for every license they buy. Some customers may purchase multiple licenses per year. I have created a screen/table that allows me to enter all four pieces ...

Marcelo, In my example they do, but that can be edited in the grid.  You will need a date to create the work order but it won't have to be the exact date. This is needed because it is a required field in the table.  You cannot create the work order without it. Using the project, you can set the occurrences to a status of ...

If I'm not mistaken you're referring to QuickBooks Reports correct? Which includes the following information from all Estimates that exist in QuickBooks: Company Name Products/Services Total Dollar Value If that's the case then I would suggest you look at the QuickBooks Reports Center and looking into ...