Method Community

 Hi Shelley, You are on the right track with adding pop up messages as a warning to the user. Take advantage of the options within the 'Show Message' action, for instance you can have a message 'Did you save your data?' if the user clicks 'Cancel' then they cannot proceed further and they can save their data then ...

Hi, There is a guide that would help you get started with the Pencil tool so you can create screens on your own using widgets. If you are an end user then please send me an email and I'll forward you the document. If you are a member of the Solution Provider group, then you can access this guide from the MSP portal under Info > ...

Hi Wilna, I've answered your questions as per the order you asked: 1. You'll need to do the installation on any other computer that opens up QBES to the same QuickBook file. If there are computers in the office that do not open QuickBooks then you can just open up Internet Explorer / Firefox and log into Method. 2. Yes she can be ...

 Hello, Yes, you can sync contact between Outlook and Method. Kindly review webinar 26 to ensure you are following the right steps. Please let me know if you're still unable to sync them. Here is the link to the webinars: http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

 Hi Shelley, From your post I understand that you want to place a 'Send email' button adjacent to the 'Email' field under the Customer List, in the Address Info tab section, correct? When you click on the 'Send email' do you want the Add/Edit Activity screen to pop up? This is the same screen that pops up under the ...

 Hey Glenn, It's great to hear that you are picking up Method Quickly, make sure to check out our webinars if you get stuck on anything. As for your question; We currently are unable to filter a dropdown based off another dropdown, but this is coming very shortly. This feature is currently in the shop and we are just fine tuning it. It ...

 Hey Shelley, If you get a message that you need to regenerate your table, please follow the steps below. 1. Click on the Customize Tab. 2. Click on the Tables / Fields tab link. 3. Find the table you want to regenerate and select "Edit Fields". 4. Once the popup loads, select "Finished Editing Fields". The screen ...

 Hi Wilna, Are you asking if the Method Engine should be installed on other workstations in the office? If you are, then it should be installed on any workstation where QuickBooks is installed on, that opens the QuickBooks file that is synced to Method.

[quote user="SGilljp"] OK.  That worked Danny.  Must have been a 'hiccup' during the original installation.  Thanks for your help!  [/quote] That's great news!  Glad we got that solved.  Thanks for letting me know. - Danny

[quote user="SGilljp"] No, as I said, only the Expense reports and  Employees & Vendors roles were added. [/quote] It sounds to me like the app didn't install correctly.  Can you please try and remove the app and reinstall it?  To remove the app, go to Customize > My Account.  Click "Remove ...