Method Community

Hi Terry, It is certainly possible to do this with Method, what you have to do is create a field of attachment type on the screen and in the table that you wish to store these attachments, and modify the "send to email" action to retrieve the attachment from it using the "retrieve from session" by RecordID option. One ...

Hi Heather, Your Method Account is tied specifically to one QB database at a time. You can always use the "Copy / Import Screen..." to copy from an existing Method account to a new one, however to do this you would need to simultaneously have two Method accounts registered with us - one to copy from, and other to import into. *Note: ...

[quote user="pdirect"] Thanks, but it seems it would make more sense to make this available in a "downloads" or "applications" section instead of a forum.  [/quote] It's also located under Customize > Integration Tools > Email/Calendar Integration within Method itself.  That will ...

Hi pdirect, Kindly refer to this forum post for the link to the Outlook Plug-in and supporting information. We have a dedicated forum specifically for the Outlook Plug-in, if you have any questions regarding the plug-in, don't hesitate to post them there. Regards, Denis 

Hi pdirect, You actually need to install the exact same installation file from the Method web-site under Quickbooks -> Synchronize -> Show Installation Steps. Based on the computer name, the Method Engine will figure out that it's in "listener" mode.  Regards, Denis 

Hi Salson, QuickBooks has the ability to add up to 15 additional custom fields to your screens which can be applied to a combination of Customers:Jobs, Vendors, or Employees, provided that no more than 7 custom fields apply to each type. Custom fields are also limited to 30 characters, which Method then pulls from QuickBooks. You have to ensure, ...

Hi William, Thank you for reaching out to us with your contact info. I've gone ahead and added the FieldServices tab to your Admin user role.  To briefly explain, when you install Field Services, you have the option to either add the Field Services Tab to the "Admin" role, or you can create a new role called "Field ...

Hi LilAaron, Also a quick note that if you were looking to export the contacts as opposed to customers, you can do so by selecting the "contacts" table in step 3.  Cheers, Denis 

Hi LilAaron, In order to export the customer contacts to print them, follow the following steps: 1. In Method go to Customize -> Integration Tools -> Go to import/export... 2. Choose to Export a table to a file 3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this ...

Hi Thomas, Regarding changing the Labels of fields - you are correct. This is merely a cosmetic change that does not affect the database relationship.  Your original question was whether you can override the Estimate LineTotal field, and the answer to this is no. This particular value is pulled directly from QuickBooks, it isn't ...