Method Community

 Hi Shelley, From your post I understand that you want to place a 'Send email' button adjacent to the 'Email' field under the Customer List, in the Address Info tab section, correct? When you click on the 'Send email' do you want the Add/Edit Activity screen to pop up? This is the same screen that pops up under the ...

 Hey Glenn, It's great to hear that you are picking up Method Quickly, make sure to check out our webinars if you get stuck on anything. As for your question; We currently are unable to filter a dropdown based off another dropdown, but this is coming very shortly. This feature is currently in the shop and we are just fine tuning it. It ...

 Hey Shelley, If you get a message that you need to regenerate your table, please follow the steps below. 1. Click on the Customize Tab. 2. Click on the Tables / Fields tab link. 3. Find the table you want to regenerate and select "Edit Fields". 4. Once the popup loads, select "Finished Editing Fields". The screen ...

Hello I'm new to pencil sketches - and was trying to find one for work orders.  I thought it might be in Field Services package but could only find work order lists, not the work order itself. Any help is appreciated.

I am looking for a way to create a dropdown fields that are linked and related based on the prior selection.  For example:  Let's say I choose a dropdown field that has a list of 10 different Manufactures of cars. (i.e.: GM, Ford, Chevrolet, Buick, VW, BMW, Saturn, and etc.)  Based on which Manufacture I select I would like to ...

 I installed my first Method account Thursday and set it up on the computer that it will be on all the time and linked with QBES in the accounting office that can be locked up. The office manager Debby who wants to get this setup and her using first - they have signed up for a 1 user right now but we should increase this up to 10 by the end ...

I am justing beginning to look at the plug-in, but the first thing I notice is that when an Outlook contact is added to Method the mobile phone number is not populated to the record in Method. Seems like it should since there is a field for it in Method. Plus, lot of other contact info would be great to have in Method (other phone numbers, ...

 Hi Wilna, Are you asking if the Method Engine should be installed on other workstations in the office? If you are, then it should be installed on any workstation where QuickBooks is installed on, that opens the QuickBooks file that is synced to Method.

 Last Friday, while customizing screens, I started to receive error messages that my fields no longer existed in a table. This was not the case. Someone at Method recommended that I rebuild (regenerarte???) my table and that did the trick. I cannot find this command anywhere. Where do I find this command?

 I am still writing about the Customer screen, as in my last post. My users have requested that they would like to click on the email address (we will take a button adjacent to the email address) that allows them to send an email. I have found commands in the text box properties that allow me to "add actions" including "send ...