Method Community

@mrjonboy - which version of QuickBooks are you using? I was using QuickBooks desktop in my tests. Are you using QuickBooks Online?  If so - that would explain your problem.  The Custom Web Form would only let you select tables that support add/edit.  Right now, for QuickBooks Online users the Employee table is read-only. Crazy, I ...

Paul, thank you for the replies.  Yeah, I tried to choose the Employee table in the Custom Web form and unfortunately it isn't showing as an option for me, however, when I go to tables I do have an Employee table. That is weird, right? In the custom web form I do have a Team Member table as an option. That table has fields such as ...

Lorin, I think Ronen's solution above will take care of your problem. When you create a new screen as a copy of a default screen Method gives you the opportunity to replace all the tab links to the old screen with your new "customized" screen.  This is a really great feature, and you can select another option when you create ...

Sam, how's it coming?

@mrjonboy - sorry, I didn't communicate that very well.  In the opening screen for the web form wizard, you need to select the "Create Custom Web Form" option.  Here you can choose the Employee table.  When you go this route, the only option is to the "Advanced" wizard steps. I just created a super basic one ...

Obviously, I am not explaining myself correctly. I understand that I am not to use a Standard WTL form for what I am trying to do. I never thought that I was supposed to. Now that Ronen explained to me that the Contacts table is what it is then that moves me beyond that table. I also understand that the standard WTL form goes to the Customer ...

Hi MikeB, To answer your questions: [quote user="MikeB"]Can I do it through Method?[/quote] From Customers>Customers and Contacts List, select the customer and under the Additional Info section, you will see a dropdown for the Job of Customer and this is where you can make your changes. In your case in Method, select the ...

Aaron -  Please go through the steps here again: http://www.methodintegration.com/cs/blogs/methodblog/archive/2011/02/09/intuit-payment-solutions-intuit-merchant-services.aspx Make sure you choose "No" for step 12. We've seen this before when someone initially goes through the steps and chooses Yes for step 12.  It ...

A customer receives this error when attempting to pay for an invoice through our portal:  "E PAYMENT DID NOT PROCESS ERROR Status code:2020 Severity:ERROR Description of Error:Session Authentication required " Can someone help?  Thanks, Aaron Lietz Rock Band School of Music 

 Hi, I'm new to the product and have been trying modify the mobile workorder screen (FieldServiceMOB_WorkOrders) so that I can easily enter fields on the road.  I cannot seem to get this to work ... Edit grid doesn't seem to do anything?  When I try this on non Mobile screens it appears to work fine ... is this by ...