Method Community

Hi thesolarguys, There unfortunately isnt a built-in process to automate shutting down the sync engine at particular times. One thing you might be able to look into if you needed this process automated would be be the Windows Task Scheduler. I found a quick Youtube Video explaining the process you would need to follow HERE. This is fairly ...

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...

Hi Paul, Unfortunately at this time our action tool does not have the ability to copy screens between apps. We are working on alternative solutions in the mean time to see if we can offer a work around and can share updates here when they are available. Regards, Phuong

Have you had a chance to see our list of certified Method partners? If not, head over to: https://www.method.me/partners/ You can search by region as well. — Morty

We want to schedule routine backups of the QB file on our server. What is the best way to go about this? If the SyncEngine is running, a backup cannot take place correct? It also stops programs like Crashplan from saving the file because its "in use".

Can anybody recommend a consulting firm in NYC to train my sales and customer service staff on the functionalities?  Thanks!

The following updates are now live for users of Method. Features Added ability for app developers to validate text input fields:  Four new validation rules will allow app developers to define if a text input field is required, contains a valid email address, as well as the minimum and maximum characters (PL-9414) Added Help ...

Thanks Ben!!   I most Definately would not have gotten there on my own!!  Much Appreciated!  (I was looking for a happy dance emoji but didn't find one) 

Hi Maureen, No Problem! Happy to help. To get the formatting to also apply to strings not exactly matching the field - you can utilize the CharIndex('String1','String2') Function. CharIndex takes String1 (the value you are checking for - 'Ready' in this case) and compares it against String2 - returning the ...

Hi Ben, Thank you for your help!  I can get that to work if I use the exact match of all words in the field.  However if I want the condition based on the inclusion of just 1 word from a phrase in the field, how do I do that?  I did use just the single quotes and I have tried changing "Like" to "In", but ...