Method Community

Laura, If I may add in one final suggestion.  Take advantage of using the MSP forum available exclusively for MSP's.  There are certain perks, details of which were outlined in the webinar I conducted a couple of weeks ago.   

Ryan,   Thank you, those few instructions got me there! We had 7 of us in a Method Study Group last Monday and all of could not figure it out! Thank you for your reply today, I should have turned to the forum alot sooner!

Hey Laura, If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen. If you don't have a screen with those values, you will need to create one. To do this go to the screens tab section and create a new screen based off the table your dropdown is pointed ...

Ryan, I can see the list with the values, but simply cannot add a new drop-down value. Is there a way you can view my database for this?

Hey Laura, If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen. If you don't have a screen with those values, you will need to create one. To do this go to the screens tab section and create a new screen based off the table your dropdown is ...

I am sure this is covered in a recorded webinar. I have a custom drop-down field named QuickBooks Version and I use it on the Customer Screen, Additional Info tab. I originally created it with the help of Method tech support and now I need to add new drop-down lists items (other years version of QuickBooks), can can't see to find it. Any ...

 Hello, If I understand you correctly, you would like to be able to type in the Bill To/ Ship To addresses on Estimates. Provided you are using the default Estimate screen, you should be able to do so. Did you customize the Estimate screen? If you did, then can you please try using the original Estimate screen to see if you can add/ ...

Hey Acldemac, Although Method has some of the reports from QuickBooks, we are not able to import your reports into Method. You are able to create your own reports using our Method Report Designer. Below is a link to a forum post that will tell you more. The post includes information about downloading the program, as well as some video's that ...

Thank you amanda for your prompt reply. I am refering to the case when there is no Ship to Address for that Customer. I select the Customer from the drop-down, and no ship to address comes to the screen. That is ok as there is no ship to address for this Customer. I am tryoing to use the Ship to Adrdress Fields to enter information directly on the ...

 Hello, I tested this out on my account and I'm able to edit the Bill To/ Ship To addresses on the Estimate screen. A pointer for you; make sure you select the Customer from the dropdown list first, before you attempt to edit the addresses. By default, it automatically pulls the Bill To/ Ship To addresses set up for that Customer, when ...