Method Community

  Hi Marlin Imaging,  When you delete the customer in Method. it will automatically delete the customer in QuickBooks. We currently don't have a standard report in Method that will show you all of the customers that were deleted in Method or QuickBooks.  You can though create your own custom report in Method and I would start ...

  Hi Dan_AA,  The only way to do this is by adding a button on any screen that will have an action where you would have to loop though the customer tables where IsLeadStatusOnly = True and update the salesreps for those leads.  The webinar titled “Advanced Actions: Looping and Conditional Statements” in our Method ...

 I am working with Method and Quick Books On Line. How do I get into Report Designer? I found the webinar for report design but that is for the desktop software. Is there a help menu? The webinars are good but they are not dealing with the on line version, at least the ones I watched. Are some of them for the on line? Is there a help menu? I ...

Is there a webinar that goes into detail on formatting screens, particularly dragging and dropping without distorting the fields? I'm having trouble moving things around without messing up the look and feel of the page. I guess I'm just not yet familiar with how it's supposed to work. Is there an undo button (something like ctrl + z) ...

[quote user="Anonymous"]   Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...

Mike, Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...

 I think there may be some confusion about what syncing means. What Ryan is demoing in webinar 26 is a push of Outlook contact info to Method. Syncing would allow one to change contact info in Method and have those changes sync back to Outlook, or if changes were made in Outlook they would sync up to Method. Without this functionality you ...

Hi, There is a guide that would help you get started with the Pencil tool so you can create screens on your own using widgets. If you are an end user then please send me an email and I'll forward you the document. If you are a member of the Solution Provider group, then you can access this guide from the MSP portal under Info > ...

 Hey Everyone, Mlongacre, is on the right track. Check out the webinar below for details on how to use grids. http://www.methodintegration.com/resources/webinars/CommunityWebinar14IntroductiontoMethodObjectsLevel1.wmv What you're asking for can be done. Copy a screen (such as the invoice screen) that currently allow you to do this ...

 Hi Mike, I added 2 tab sections to my Customer List screen then added 2 textboxes from "Add Objects" and I clicked 'Save' under the Address Info tab section and the information was saved in both textboxes. Can you try removing the Job Notes text box from the screen, drag a new text box and see if that works? If I miss a ...