Method Community

 Hey Jim, That's awesome you were able to get that off the ground. Good luck and let us know if you have more questions.

On Wednesday, December 16 @ 1:00pm EST, Ryan will look into some advance actions such as Loops through tables and grids, also looking at the Email and Start Conditional Statement actions. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/716454403 Title:         ...

 Hi Jim, Basically, your goal is to see fields from the Customer table (Entity table) when you open up your "Default Work Order Template" (DWOT).  In order to do this you have to go into your Activity table since the DWOT is based off that table and add linked fields using the EntityRef and then select fields you would like ...

In 5 months, we’ll be headed to Atlanta, GA as Gold Sponsors for the Scaling New Heights 2010 Conference.  If you didn’t attend last year’s conference, you definitely want to get involved this year.  Why?  For starters, this conference is packed with intermediate and advanced training on QuickBooks products for ...

 Hi Jim, Another option that is actually better for you if you are only looking to add customer fields to the work order, would be to add linked fields to your Activity table by using EntityRef. This will form the relationship between the tables so the fields will be available for you to add to your report. This way you can continue to use ...

 Hi Joe, Thanks for the update, let me know if it happens again.  

Hello Jim, My assumption is that your "Default Work Order Template(Print)" template is based off the activity table. Have you tried using Customer as your master table and then Activity.EntityRef as your detail table? I tried and I was able to see all the available fields on the right hand side.  The drawback to this is that you ...

In June we announced the beginning of the Method Solution Providers Pilot Program at the Scaling New Heights Conference in Atlanta.  The pilot program allows members from groups such as Scaling New Heights, The Sleeter Group, QuickBooks ProAdvisors, Intuit Solution Providers and Microsoft Certified Professionals to get involved with Method as ...

 Hi Joe, I tested this out using Firefox version 3.0.8 and was unable to replicate your situation. In the grid wizard, I added a column in step 2, set column Width to 0 %, inserted the column and then went into the advanced option for that column and checked 'Hidden when screen first loads?'. I then published the screen and ...

Hey, If you contact your business consultant, they will e able to get you all of the information. If you do not know who that is, give me a call at  1 888 925 6238   ext 716 I will get you to the correct person.