Method Community

Shaya, Great to hear. Thanks for posting the resolution. I'm sure it wil help others. - Adam

Hi jvandelicht, What you could do is to edit the CRM_Listbuilder screen and add the address fields to the grid on Step 2 of the Listbuilder. To edit the screen, create a copy of the CRM_Listbuilder screen then edit the copy. Once you are in the screen designer, you can edit the grid in Step 2: You can see from the screen above the Edit option ...

Meghan, The codec could make it difficult to transfer the video to another format.  Could you tell me what version of Windows and the version of Windows Media Player you are using?  I'll try to replicate this on my computer. - Adam

Hi Meghan, I've just ran this webinar on my computer and it worked. Can you tell me which video player you are using?  While I realize the other videos work, but have you tried reinstalling the codec? If you're still stuck, please give us a call at 1-888-925-6238 x2 so we can investigate with you and find a resolution. - Adam

Hi Garrett, I can see your custom fields but not your Workers Comp or General Liability fields. I'll need to get my hands on a copy of a Contractor's Edition to really test this. In my research so far, I can't find any mention of these fields and how they interact with third party applications with the SDK. I'll keep digging ...

Hi Antonio, I was able to recreate this error by selecting a template that wasn't related to a purchase order (eg. an invoice or estimate template).  Is it possible you selected a template that isn't for purchase orders? - Adam

Hi Ben, The tables you see in your old account are from the discontinued Method Warehouse app. Over the summer, we removed these tables from any new accounts, which is why you don't see them in your new trial. These weren't tables that connected to QuickBooks, so there's no lost functionality. All of the standard ...

Melissa wrote in and asked if there was a resolution to this. To Melissa and anyone else following this, This is still on our radar as stated previously. This will likely be something we add for V2 of Method and not V1.  There are work arounds through customization to incorporate this, however they are quite complicated and beyond the ...

Hi Garrett, Sorry for the late reply. From the look of the screen, they are QuickBooks custom fields. I believe they should sync.  Could you turn on MethodSupport for the account?  I'm wondering if we were looking in the wrong place before. - Adam

Tiffany, Sorry my apologies.  You'll actually have to copy the QuickBooks_Invoice screen from Customize > Screens.  Then edit the copy and click edit on the Save & Email button in the Footer section. - Adam