Method Community

I think what you need to do here is to add a linked field from the Customer table to get this field into the Contacts table.  Try that and see if it fixes the problem. ~C

[quote user="John M"]When i create a work order from a case[/quote] I just want to clear up the terminology, work orders are separate from cases in Method and from the stock screens you can't connect a case to a work order.  Are you talking about the job name area that's on the grid view for works orders?  If so you ...

[quote user="John M"]Is it possible to make a new report?[/quote] We only have access to reports QuickBooks shows us in their SDK.  If you're not seeing this report then it's because we're not allowed to access it from QuickBooks. ~C 

[quote user="viret56"]I have examine my code and logic from several angels.  The 'Go To Tab Link' action has the correct parameters.  I have many 'why' questions but no answers.  Does anyone recognize this unexpected behavior? [/quote] I have not seen this behaviour so it's hard to determine what ...

Greetings, I cant seem to find any info on this. What happends when Quickbooks Home>Bill. and i enter a expense or Item and enter the customer and make it billable.  What happens when i make it billable? Thanks! John M

Greetings, When i create a work order from a case i put in the comment section a brief note about the nature of the work order.  When i go into field services work order list, that brief note or job name, its a space down so its hard to see.   Thanks!  John M

Greetings, Home>Quickbook reports I am looking for a Budget VS Actual report but i dont see it in Method.  Its in quickbooks.  Is it possible to make a new report? Thanks

Hi Dave, I think I can see a way forward from here. Thanks a lot. Jason

 Hi Jason L, We do not grant programmatic SQL access. That would be a severe security policy violation (among other issues....). The synchronization between your method account and quickbooks is handled via the method synchronization engine. (You can read up on that in the documentation at ...

And this may seem like a stretch, but I even tried SQL script of ISNULL(viewCustomer.Notes,'') and this didn't work, either.