Method Community

The support team received this email: I’m having some difficulty figuring out how to add the “job site address” on the work orders. Typically under the customer field on the work order the billing address is printed, while on the left side the “Job Site” field is left blank. In the work order screen ( creating a new ...

Hi Matthew, We spoke on the phone. We'll use LinkedInConnection as our example field.  First thing you want to do is add the field to your Entity table. Next, you can link your LinkedInConnection field to the Contacts table. To do so, click Edit Fields... on your Contacts table and choose Add a Linked Field (see ...

Hi David, If you edit the stock Quickbooks_Estimate screen (used in Method for Quickbooks Desktop) you should find the Create Sales Order action set within the More actions... button. It might help to reverse engineer this action set. There is a Basic Math Calculation action within this action set ...

Hi Nick,  I was able to replicate this. I'll create a ticket for our dev team to look into it and I'll let you know here when I have an update. In the meantime, if you take off the HTML editor it seems to show/hide properly. Thanks for finding this issue!  Jason

Great! Glad to hear. If you experience unexpected errors like these in the future, the first thing you should try is regenerating any related tables. Also, remember to always click Finished Editing Fields after you are finished working in a table.  Jason

NOVA Sales, You may just need to regenerate the table. To do so, go to Customize>Tables/Fields and click Edit Fields... on the NOVAEvents table. Click Finished Editing Fields. Does this solve the issue? If not, please email me the name of the screen that you are working on and I will take a look.  Jason

Hi David,  I sent you a direct email regarding your Estimate report.  Jason

Andy,  We don't have any written documentation. However, you can take a look at how our stock Customer List screen works to get an idea of how you can implement something similar. The image below is from the Advanced Properties of the Name field in the Contacts grid. Hope this helps.  Jason 

Hi andy,  Unfortunately we do not have a list of validation and error checks at this time. I imagine there are basic checks such as, does the webform still exist, are the required fields in the table met, is the webform on the correct host, etc.  Jason

Hi Jane,  Are you having trouble installing Quickbooks, or the Method Integration Engine? If you are having trouble with Method, feel free to call us at 1-888-925-6238 and select option 2 for support. If you are having trouble installing Quickbooks, I recommend getting in touch with an Intuit support representative.  Jason