Method Community

Thanks for the information.  That gets me off to a good start.  I just have one point I would like some clarification on, will I be able to bring over tables I added and fields that were added to existing tables. I'm not as concerned about the actual data in the tables just the structure, so the screens work ...

 Sounds great  Thanks again.  Method is truely a great product.  I can't wait until I get everything setup the way I want, but I'm off to a good start and have the rest mapped out.  I'm very excited to see the other changes that are coming.

I want to set up a combo item package in sales order, but I found i can only select one item at each time, is it possbile to have a function to insert a new item to a blank line or next line? I found if i using the "enter value to the filed function" the new value i entered will overide the value I entered before. Thanks for reply.

Everytime I add a new field to an existing table the table closes and goes back to the main Table list.  Is there any way to stay in the table while adding fields?  This would save a lot of time.

Hi Salson, The above instructions should yield the desired result, as I've tested this on my machine and it works. What you can do is check the estimate table to see if the custom field is showing up there under customize -> tables and fields. If it isn't listed, please double check the above work-flow to ensure all steps were followed ...

 Hi Beth, The time-tracking area in Field Services Tab is built off the time tracking table under Employee Center tab, so they are indeed linked. The key distinction between the two is as follows: Employee Center -> Time Tracking: This section allows you to enter in time entries identical to the way they are entered in ...

Hi Scott, I wanted to address your question regarding limiting user access. Out-of-the-box Method provides you with the ability to limit user access at each level, in a hierarchical way: > Role / Tab group   - Tabs     - Tab Links       - ...

Awesome.  Glad that worked for you. - Danny

 Here is my best advise for a work around.  Create a backup of your current Quickbooks company "currentcompany".  Create a new QB company named "currentcompanymethod"  (use your QB company name), use "currentcompanymethod" to link to your Method application .  Continue using ...

Hello, Can you tell me if there is yet a way to clear data all tables and start over with clean databases without having to create another account? This is a HUGE hinderance to developing in Method where there is no way to "Test" without affecting live data. Thank you, Richard