Method Community

The following updates are now live for users of Method Fixes List Screens - Fixed an issue where, upon navigating back to a list screen, the grid view filter would reset to the default view. (PL-33890) Regards, Jason

The following updates are now live for users of Method Fixes Multi-Tenancy - Fixed an issue where the TenantID field value was being changed for some records in some accounts. (PL-33805) Regards, Jason

The following updates are now live for users of Method New Features / Updates QBO sync - Added 'Converted' as a new estimate status. (PL-33500) Fixes New/Edit Purchase Order screen - Fixed screen to allow description-only line items (QBO Global). (PL-33371) Work Orders - Support for description-only line items. ...

The following updates are now live for users of Method Fixes New/Edit Estimate screen - Added address line character limit validation checks (QBDT only). (PL-33480) New/Edit Sales Receipt screen - Added address line character limit validation checks (QBDT only). (PL-33479) New/Edit Invoice screen - Added address line character limit ...

The following updates are now live for users of Method Fixes Portal - Certain customized controls are showing a blank Portal screen when security on Portals is enabled. (PL-32667) Non admin users were able to access admin screens if they are CC'd on permissions emails. (PL-32766) Calendar - Fix for displaying the wrong end time for ...

The following updates are now live for users of Method Fixes New/Edit Sales Order - Fixed an issue where the shipping address was not being displayed properly. (PL-32093) Sales Transactions - Updated Opportunity dropdown on screen to show Opportunity Name instead of Opportunity # (Record ID). (PL-16588) New/Edit Invoice screen - Fixed ...

The following updates are now live for users of Method New Features / Updates Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932) Fixes App User Permission not editable. (PL-32134) Donations & Sales Receipts - Display total footer below editable grid. ...

The following updates are now live for users of Method New Features / Updates Accessibility improvements on the Display system page. (PL-31318) Fixes Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510) Regards, Jason

Hi Liz, Yes, the field you are looking for is Customer.Name. This is the name in QuickBooks. In this scenario, it is common to have the company name in both the Name field and the CompanyName field.  Jason

Hi LizT, Scenario 1: Yes, you can create a Customer record and leave the CompanyName field blank. You don't have to worry about the Contact record, it will be automatically created when you insert the Customer. The Customer, Vendor, and Employee tables are just "views" of the Entity table. The Entity table consists of ...