Method Community

Hi again Jessica, As stated over the phone this is definitely something that can be done through customization. It would involve having your own custom List Builder screen and editing it to select only the Customer Types you would want to include in your list. If you would like to setup a session with one of our consultants for training or ...

Greetings, I made some changes on a mobile screen. I can see the changes on the lap top but i cant see them on the mobile.  I published and saved them but still no changes. This has happend to me before a while ago.  Is there anything i can do to prevent this? Thanks, John M

Thanks Dave!

"October" version now available The following updates are now available on the staging site.  You can access the October version by clicking "Switch to the October Version" when you sign into Method. Recent history - this may be one of the biggest features you never knew you needed! Method now keeps track of recent ...

When I am in a job or customer screen and I go all the way to the bottom and click on the contact tab and go to a specific contact and try to edit it, I can't save it because I get a message that says the field Name is a required field. However there is no field on this screen that is called name. There is only first name and last name.

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

Thanks Dave. That's good news. I'll keep my fingers crossed. Alex

Hi alex.miller, This has now been enabled in the quickbooks SDK. At this point in time we are expecting to have this implemented in December. Dave

Hi Matt,   I wasn't testing a multitenant account...that's why  my error was different than yours. The issue is now solved and you should be able to update the tenantid Dave

Hi Denice, Correct me if I'm wrong but from what I understand you have an action setup to export your workorder list to PDF. If you want to edit what columns show up on your report you can click the little gear icon on the bottom right corner of your grid and deselect whatever you don't want to show on the report, then click Update. ...