Method Community

Hi Wentsi, Adding a a field to a table adds it to the database, now you can add it to screens. To do this, go to Customize > Screens. Click on CRM_EditCustom to copy the screen. Note that the default screens cannot be edited (so that you can revert to them if needed), so you should make a copy of that screen. Go ...

Hi Steve, You actually have a few options available to do what you are trying to achieve through Method, so the answer is, yes, this is definitely possible.  The simplest way, would be to add an action to your WorkOrder screen, so that when the work order gets 'saved' after being marked as completed, you will automatically send an ...

Hi PeeWee, First off, thank you Kenneth for helping with this answer, I believe what you said is correct, however I will do my best to simplify this answer for PeeWee. Essentially, as Kenneth was suggesting, if you require a field to show up on a screen, which is actually a field from another table, you will have to use the "linked ...

Hi Ben, Yes I am using the stock screen of CRM_CustomerList. I have made a copy of it to make edits but it is still the original screen. I have since deleted what I have done because it is not in working conditions at this point and dont want my employees using it until I have the dropdowns working properly. Since the CRM_CustomerList is attached ...

Hi Matt123, You can easily accomplish this by creating a new screen based off the UserSignInLog table. Add a Grid object to the screen then edit the grid to include the fields you want to see, e.g. UserName, SignInDate, SignInIPAddress, etc. Save & Close the screen then you can view it by hovering over the name of the screen and clicking the ...

Hi Darrin,  You cannot completely delete a customer from the Method database without also deleting it in Quickbooks. However, you can clean up the clutter in your Method account. One way to do this is to filter your grids to not include any customers with the CustomerType field labelled 'retail'. Let's start with the ...

Hi Dave,  I understand your question more clearly now. We currently do not have a webinar that specifically addresses how to view transaction details by the account number. In order to accomplish this you will have to build a new screen through the Customize > Screens tab link. Base the screen off the Transactions table. From here ...

Hi Tia, My colleague (Jim Baker) and I did a short 13 minute webinar on that subject at:  http://www.simplifiedbusinessportals.com/siteContent/learningCenter/msps.html Basically, in order to create an invoice from another screen we need to insert a record into the Invoice table and the InvoiceLine table.  In order to insert into the ...

Ive been through most of the customization webinars.  I am attempting to use the information i aquired from the webinars, but it does not seem to work as described. Since you have gotten it to work using the same approach that I used, maybe you could confirm what settings you used in the "set field" command. ...

John, I'd advise waiting on QB 2013 because there are many things that aren't quite right about the big redesign.  The messages you're getting from Intuit are sales pitches, nothing more.  Watch the free "New Features of QuickBooks 2013" webinar at https://www2.gotomeeting.com/register/399196954 and ...