Method Community

[quote user="Laura Madeira"] Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to ...

I've added a field to the customer table called RegionCenter and want to be able to search on the field RegionCenter and BillAddressState in the "search existing leads & customers" screen.  I added the two fields to the area "search fields", added the two columns to the table grid and added the filter views for the ...

Hi jdcard, For Method, you would use Cases to keep track of your support cases.  With the addition of either the Gmail Gadget or the Outlook Plugin, it will allow you to log incoming emails and respond to those emails through the plugin/gadget by updating the case notes in Method.  It can either update or create a new case. ...

I am still in my trial period and, when watching the "Introduction to Customization" webinar presented by Amanda, I notice she has various screens such as "Customer Center", "Vendor Center" and "Employee Center". I know how to take the first section of a screen and place it to the left and show ...

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...

 Hi Antonio, It's great that you now better understand how grids work. In order to specify the [Field.Type] is 'Subtotal' here is what you do: Add a linked field to invoiceline table, through the Item, to ItemType. Open up the report and edit the Template. Add a calculated field under InvoiceLine.Invoice (If you are not sure how ...

 Hey Chris, Welcome to Method! Although it is possible to add Assembly Items in Method, this will cause problems when Method tries to sync with Quickbooks. Our official answer is if you want to take advantage of our MRP calculator, you will need to update your Quickbooks to a version that supports Assembly Items. If you attempt any ...

 Hey James, Intuit has stopped updating the SDK they release, they stopped developing for it before QB V10 came out. In QB V10 you see new custom fields being made   Method does not currently use the IPP, hence, we do not support or provide information on what it is capable of doing. If you want to add custom fields in Method, ...

swm023- You wouldn't need to edit the screen just View the screen, and add new values while viewing the screen. -Michael

 Hi Christina, It is now available on the blog.