Method Community

Hi wmousseau, When you log into Method with the regular sign in, that is when you can make changes to a regular screen. You need to go to  Customize>Screens, and click on Copy for the  FieldServiceMOB_WorkOrders.  In the wizard, make sure that you select This Account in Step 1 of 3: Choose Screen, the new name of the screen ...

Ronen, thanks for all your help. After messing up a bunch of screens, I have learned that a novice like me should not replace any Method screens. Instead I will create or copy screens and make a Tab link for them instead of Replacing. That way I do not remove any of the Method screens. Perhaps as I work with the system more, I will understand the ...

Thanks! Ronen was able to help me out. In the future, I am planning on not copying an existing screen and replacing it since it affects all screens that are linked to/from it. I  just copied the screen I wanted to modify and added a tab link for it. That way I don't mess up the links on the Method screens. It seems to be working for me ...

@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 ...