Method Community

The following question came in vla If a customer needs to track customer job, Class and Payroll item, can this information feed to QB and can it be exported separately into an Excel document?

Hi there, Your options for linked fields are probably empty because there is no existing relationship between the customer table and your new custom table. Follow the steps below to do this. Add a new field (drop-down) to your custom table This drop-down should reference the Customer table using the Name field Now try to add your linked ...

The following question came in via email I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the ...

Will - you'd be in good hands reaching out to Matt. We recently awarded Matt (2013) as our Method Solution Provider of the Year.  Matt - thanks for taking the time to respond. 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Expenses Fixed (#4716) - Addressed missing End Conditional Statement when submitting an expense using the "Submit Selected" button in Professional Services. ...

Hi Lance, Try a basic sync test by adding a fake customer directly in QB and cconfirm the change makes it's way to Method as expected. Follow up by modify info for the same customer (e.g. phone) on the Method side and confirm this made it's way to QB. Assuming the above works, the issue you are experiencing could be that you are adding a ...

Mark - nice suggestion using the report designer. Mike - not sure on your exact use case but if you didn't have to loop all the customers at once there's a fairly easy approach to do this one customer at a time. Filter the activity grid to your exact specifications, even use different filter views if needed. ...

Hi there - welcome to our forums! If you don't already have a field to hold PO numner, the first step would be to add a custom field to the Activity table which is the table work orders are based on. Once that's done, you can edit the particular screen (i.e. AddEditWorkOrder) to add your new field. so it is ready to be used on the ...

Hi Brett - that would be the right approach to this. Thanks for updating the post.

Hi Mike, If I understand correctly I'm going to offer a much better, more efficient and simple approach to this. Rather than having nested loops (loops within loops) you can use another approach. 1. Loop through the customer table OR loop through grid for only checked rows 2. Retrieve Value From table Retrieve from Activity ...