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Hi dottie, What Record ID is being populated in the custom field job #, is it the Customer Record ID or the Job of Customer Record ID? Is this field associated with a custom field in your Customer table? If not, you should create a field to hold this data in order to display it where needed. If so, double-check to ensure that a ...

Dottie, So long as the fields were also added to the table, you can use the "retrieve value from table" action on the "onScreenLoad" action in the Advanced button. - Adam

I created a custom field job # which automatically populates the record id as the job #. When I create a new customer the job number populates, however, when I save it, and click on the job in the customer list all the info except the job # is saved, and reflects in the edit customer screen. If I re-enter the job # in the edit customer screen it ...

When a new customer is created I need my custom field created by (current user signed in) name and created on (current date and time) to remain on record and reflect in the edit customer screen. How can this be done?

Intuit App Center received a big update last week, something that had been anticipated from an earlier announcement in their IPP blog, where they wrote: "We will be presenting apps based on a simple formula: number of reviews x star rating (to represent quality). " On the surface, this may seem like trivial news. It may even beg ...

One option you have is to edit your template, i.e. Invoice (Product) template, and use a script to display the characters in uppercase. This will only help when printing or emailing invoices; so when viewing the data in Method you will still see it as it is received from QuickBooks. In order to edit any templates you would first need to ...

Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy and laughter as ...

We did some more testing and it looks like this may just be QuickBooks logic. Open the customer record in QuickBooks and you'll notice that everything is uppercase, however, if you click Edit under the Bill To or Ship To text boxes, you'll see the address shows the first letter being capitalized while the others are all lower case. This is ...

Darryl emailed in the following question. [quote] I am entering a country as AUSTRALIA, but when I go back to look at it the country has been forced back to Mixed Case. This is on the default (non-modified) Method customer screen. Shouldn’t the case stay how I enter it? [/quote] Hi Darryl, I was able to replicate this on my end ...

Hi Blake, Here are a few tips I found: Some best practices for designing. A. Small screens are much faster than big screens, so limit how much you put on them. B. Use tabs instead of regular sections to prevent unnecessary grid loading.  Grid loading can slow screens down considerably. C. Design with up to 2 columns wide. D. Put fields ...