Method Community

Hello Rick, It's hard to say over the forums that what might me wrong and why it is behaving like this. I am going to create a support case for you and one of our team member will be in touch with you shortly. For your reference the case# 18740 -Inder

Hello Sixtel, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or even ...

Hello Rick, It looks like you are trying to add Leisure in the MiddleName fields and it only supports 5 characters. So, if you go over 5 characters it truncates the rest. My suggestion here would be to use FirstName and LastName field as they allow upto 25 characters each. I hope that helps! -Inder

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Hello Stuart, Instead of using scripts which shows a particular workflow, why don't you use the table with most information as your master table and then link all the fields required on the report to that table. Once you do that, it will be supereasy to show those fields on report and it will show all the data from all the tables. the ...

Hello Cindy775, Field Service is an additional app available on our Method Classic platform, therefore we welcome all questions and concerns about field services on our Method Classic general Q&A section.  Coming back to your question, you can easily set both activities and work orders to show on one calendar. Let's say you want ...

A quick note: You can also find more about report designer here on our Helpcenter. We also have amazing articles and video tutorials on various features available in Method.

Hey Matt2189, The path you mentioned above just open the report designer and let you choose which template you want to edit. The best practise is to create a copy of the stock template in case you want to make some changes and in case you don't like what you customize you can always go back to the stock template. For Estimates, there are ...

Hello kefpa01, Thanks for reporting it. i was able to reproduce it on my account. I will bring this up with our development team. In the mean time, you can use Build Selection list in order to use it more affectively. You can even use multiple loop with that. -Inder

Hello matt2189, You can only use a hyperlink to open a website in a new tab or window. Unfortunately, It won't open the Sharepoint account or you can't access the files in Method. -Inder