Method Community

Hi egrace, This may have to do with the number of customers and contacts that you have. Report Designer will only pull in the first 100 records of a table to generate the “preview”. Anything beyond this count will not be displayed in Report Designer, but will be displayed fine when you generate the report in Method. If you’re ...

Hi egrace, When you use the Quick Report or Advanced options, these pull the CRM_CustomerContactList… reports. These reports will list the customer and primary contact information only. The report you’re looking at in Report Designer can be located in Method by selecting the Custom option and selecting the CRM_ContactList or ...

Hi Conner, Each row will expand to the size of the tallest object in the row. Because of this, you’ll notice that all the stock Method screens either place a grid in its own row or in its own section located at the left side of the screen. Since your grid is the largest object in the row that includes the Competition Models and ...

Hi jsautel, Linking field data from one table to another is done using linked fields. You have the option of adding these to your tables located under Customize > Tables / Fields by selecting the Edit Fields… button next to the desired table. A linked field can be added to retrieve the data from any field on a related table ...

Hi Conner, You could try using the “Show First Section To Left Of Screen” option located in the Advanced Screen Properties. Otherwise, take a screenshot of your screen in design mode so that I can see how you have it laid out. I may be able to make some suggestions for you based on this. -Audisho

Hi Jonathan, Your Audit Trail logs all activity in Method. You can find the 10,000 most recent items in the audit trail by navigating to QuickBooks > Audit Trail in your Method account. If you need to find an event prior to this, or would like to filter for something specific, for example a user, you can export the audit trail using the import ...

Hi Conner, My apologies, I had apparently previously added the Customer field to the SalesOrderLine table on my test account and was assuming that it was there by default. Yes, you will need to add the Customer field to the SalesOrderLine table as a linked field via the SalesOrder table. The Customer field on the SalesOrder table is a dropdown of ...

Hi Conner, Absolutely! Just add the TxnDate to the SalesOrderLine table as a linked field via the SalesOrder table. After you add it to the table, it will be available for you to add to your grid. I hope this helps. -Audisho

Hi Kelly, There is no Last Invoice Date field on the stock Customer and Contacts List screen. Are you perhaps referring to the Last Activity and Next Activity fields? If so, these fields are special Method fields and cannot be modified in any way. If you do see a Last Invoice Date field on your screen, then it was created via customization. ...

Hi Conner, You can definitely accomplish this, but the Transaction grid / table isn’t the way to go, as it doesn’t list item names or descriptions. You’ll need to add your own grid to the screen and if you want it to list items from sales orders, then use SalesOrderLine as the base table. Unfortunately, the SalesOrderLine table ...