Method Community

[quote user="dottie"]Shouldnt this be the same in Method?[/quote] We try to mimic the QB look and feel as much as possible on our screens.  The balance field on the Customers and Contact list is just the balance for each contact and is not totaling all jobs here.  While I don't know the SQL code for this, you could ...

[quote user="BartH"]If I create a new table would I have to go in and update the table everytime we get a new product or is there a way to setup the table to pull information as it is updated in QB?[/quote] After syncing, all your items from QB should be available in Method - to see the item list change your tab group to QuickBooks then ...

If I create a new table would I have to go in and update the table everytime we get a new product or is there a way to setup the table to pull information as it is updated in QB?   [quote user="Method_Chad"]How many suppliers and how many list items?[/quote]    As far as the suppliers and Items we have probably 15-20 ...

[quote user="BartH"]a. is that possible[/quote] Yes.  Definitely. [quote user="BartH"]b. do I need to create a new table to with just the supplier and items listed to pull data from?[/quote] For a dropdown, you're best to create a new table since you can also create a screen to edit that table at the same time. ...

Another test (some hope!): I have a parent that has only 1 Contact: Main Account. The parent rep is the new rep I want but the rep for the main Account contact is the old rep. I changed the rep for the Main Account, saved it and the changes didn't take. BUT...I tried it again and after saving the rep change on the Main Account ...

Exactly. The entries in the "Contacts" field on the Customer page refer to the "Job Type" field in QB. There is no functionality/option in QB to change the rep for a Job Type - it's automatically what it is for the entity. The only way to change it in QB is to export the entire customer table, change the reps and then ...

@MikeB - I see you mentioned "contact level" and it got me thinking maybe all this confusion is around what you identify as a parent level/child and we classify as a entity (lead, customer, vendor) / contact. In your Method account, if you go to Customers > Customers and Contacts List and edit any customer. Then from the edit customer ...

I tested something this morning: I found one customer that had the new rep at the "Account Name" parent level, but the old rep at the "Main Account" contact level. I changed the rep, went to the QB tab and pressed the "Sync" changes only button. The time changed, reflecting a sync, and I went back to the account and ...

How come my Customers reflect a balance of zero even though they have numurous jobs assigned to them that have a balance that has not been paid. In Quickbooks, the customers that have jobs with balances reflect an overall balance of all jobs in the Customer. Shouldnt this be the same in Method? How can I correct this to show each customers overall ...

I am trying to create a form for our sales reps to enter data from a sales call into.  I am having problems creating a dropdown entry form to simplify this for the reps.   They need to select the supplier and based on that selection give them a dropdown list of items by that supplier to choose from. a. is that possible b. do I need ...