Method Community

I see from searching the forum posts that others have had issues with synchonization completing.  I am trying to help a client resolve synchronization issues.  (They have contacted Ronen directly, as I intend to.  But first a question or two.) I see several conflicts that begin "QuickBooks returned an error when ...

Yep, we have QBO. Thanks for the info. Seems like using QBO we are always on the trailing end. :-( Anyway, i will do a work around, maybe info goes into the Team Member table for now. How will I know when things have been improved/updated so that I can start creating it the way I think we want it? Thanks again.

@Wylie - Really sorry for the confusion. It is *not* possible to make a grid editable for a mobile screen. Grids on mobile screens are read-only. In the future this may change, but it was not a priority for us when we developed it - reason being, the screen real estate is so limited, that you can only really get two columns across at most, which ...

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?