Method Community

Thank you Ashur  That worked !

Hi Matt123, First ensure no one is editing any screens, then regenerate the Entity table followed by the Customer and Contacts tables. Once that's done, log out then log back into Method then see if you can access the record. If not please enable the MethodSupport user and email me the Company Account name (not your user name). To ...

Hi Formation QB, Edit your screen then the fields with the Add New button. Select the Button Click and Add New event types then delete the actions under each. Finally Publish/Save your screen, then view it and you'll notice that new entries can no longer be added for that field. - Ashur

Hi Grif, You can do this by creating a screen based off the Customer table then add a Grid and a Button to that screen. Edit the grid to show the appropriate fields (i.e. FullName, RecordID, IsActive, etc.), then edit the button and use the Update Field in Table action. Below is an example of what my action looks like. Additionally you can ...

There seems to be a problem whenever I try to open a particular customer to try and edit them. I have the admin role so there is nothing that I am not able to access, and I still get this message: The record you are trying to load does not exist, or you do not have permission to view it. Once I exit that and once again click on the customer that ...

Is there anyway of sending the contents of a grid to a report? No filtering required, just need to print out the grid as it appears on-screen within a report. Thanks.

Hello !  I have created a new Sales Order screen by copying the original Sales Order screen in Method.  I would like to remove the "Add new..." option in the Customer:Job field and Item field.  I don't want the user to add any new customers or items when they are in this Sales Order screen. I've searched ...

I want to make all customers active because of the odd error that has made so many incactive.

Thank you but we will focus on the 'out of the box' solutions the CRM provides at this time. Thanks for all of your input! very helpful!

Hi Rolf, I doubt this is something that will be implemented into Method as reconciliation is considered an accounting feature. Method's core function is a CRM system, not an accounting system, which is why it works alongside QuickBooks instead of replacing it. If this is something that ends up being on the list of things to do for us then ...