Method Community

This is my first day using Method online. I need to add fields in the customer screen so I can import data from my old CRM via a CSV file. I went to "Customize" and added my new fields.  When I went to my Customer screen (clicked on Customers tab & selected customer) - my new fields are no where to be ...

Hi Shawn, If I understand correctly, you created tab-links and modified the roles that can access them. The part that confuses me is when you mention the portal. Are the vendors logging in as Method Users (licensed user) or are they logging in as a portal users (non-licensed visitors)? Method users are assigned to roles, in other words, the ...

Hi Ian, The filter safeguards were built into the action from our end as a way to provide users with readily available features. You won’t be able to change this built in feature to accommodate your desired number of 3. What you can do...you can achieve the same kind of safeguard by building the logic yourself. I imagine you could change ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...

Created a tab under the Opportunities Tab.  I also created a role just for that vendor.  I have a portal for that vendor that I assigned to the Opportunities tab.  Then I edited the roles for all the other tabs under opportunities and UNCHECKED their roles so they would only see the one tab under opportunities i created for them. ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. To address this question, have you tried to create a bill b selecting an PO with Method? You can do this by following the steps below: In Method go to Vendors>>>Bills Hint: ...

I was wondering Can I set up the safeguard to generate report when records is less than 3 instead of 10 records.

Hi, Is there any field in Purchase order table to know whether the line item is billed or not ? Thanks and Regards, Navitha

Hi, I have created a bill for the purchase order and a new bill has been created and sych to QB. Now i have added a new line item to the existed purchase order and creates a bill, it just updated my existed bill. But my requirement is it has to create a new bill for the newly added line items like creating invoice from sales order. Can you ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...