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Matt,
To add a field to the Field List you would need to add fields to
the tables listed (Fields can be added in Method under Customize > Tables / Fields).
To add additional tables to the fields list you will need to go to File > Save As in the report designer it will
allow you to make a copy of the report but change the ...
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How do you add additional fields to the Toolbox so that they can be imported into a screen?
Example: In the estimate screen, I want to be able to add fields to the Toolbox from a custom table that I created called PropertyInfo so that I can add that information to the Estimate Screen.
How do I do that?
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I will follow this thread with interest. We have a similar workflow where a salesorder will be generated in Method which will have coresponding line items on an invoice, also running through Method. I will not hijack the thread; this is very helpful.
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How do I add a new field to the "Field List" in the report designer?
Example: I am using the "Simple Estimate" template in Report Designer. In the Field List there are the following: Company, Estimate, Estimate Line. I would like to add "Customer" to the Field List and also a custom table i created called ...
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Michael,
We are transitioning from NetSuite to QBO + Method. I am looking for a parallel solution that will offer the ability to create an RMA off of a case and will allow for line items that can be received with an item receipt. I am assuming with little customization I can use the Sales Order built in side to enter the ...
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mlepitt,
How do you currently create an RMA? Do you already have something customized in Method or are you doing this in QuickBooks?
Also maybe a better question isn't how you can handle it in Method but how you want to handle it in Method, you can customize Method to fit your desired workflow.
-Michael
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How do you recommend using MethodCRM to handle a repair process. What we do today is:
Create a Case to document phone call.
Determine a repair of product is required, create RMA (RMA is a transaction with line items of which you can receive into inventory)
Create a sales order with custom numbering that matches the RMA indicating what ...
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This example was mean to illustrate the root location.
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Rajni -
Check out this forum post for debugging help:
http://www.methodintegration.com/cs/forums/t/1964.aspx
Namely, Val's post on July 27th,
"The output we produce is basically:
Https://www.yourwebserviceurl.com/servicewhatever.asmx?parameter1=parameter1value&parameter2=parameter2value.....
So you should ...
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mlepitt - I'll add that curently we are limited by what Intuit has opened up, as Michael as pointed out. They are working at a pretty fast pace in opening up QuickBooks Online, so as soon as they make that available to us, we'll make that available to you.
Paul
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