Method Community

 Hi James, To check the base table a screen is created from can be viewed in the design mode. Customize > Screen and edit the screen in question, once the design mode is open you can right click on the screen and select the option to 'Show Summary' from the pop up. A new pop up screen comes up with information about that screen ...

 Hi Amanda, How are you coming on identifying and fixing this problem?  Others interested in the custom fields capability of Methods is interested to know as well.   I'm available to chat with you via GoToMeeting and work with Method to solve this problem.    Once we can get this problem fixed, it will ...

Hello Method, Just wanted to ask if there are any conerns with upgrading Quickbooks from Premier (what we currently have) to Enterprise?  Please let me know if there is anything I have to look out for? Do they work the same? Do I need to uninstall method and re-install after i upgrade? bob

 Hi LaCrews, One thing you would want to verify is whether your Action Results are actually grabbing values. You can add a show message action to verify that the action results actually have values. If the message doesn't show anything then that could be the culprit.  Basically what this means is that you are specifying a ...

On Wednesday, July 7th @ 1:00pm EST, Ryan Bell will be talking about Method Mobile. He will start with the basics of what devices are supported and how to access the mobile screens from your mobile data phone. Ryan will also be going over best practices while customizing mobile screens.  This webinar will take place live but will also be ...

 OK, thanks.  I'm sure we want to keep Intuit Merchant services, as we have quite a bit of autopay's set up there.  So I'm guessing they would like to have the techs enter the credit card data for it to be contained in Quickbooks, most likely the charges wold be run by myself.  But there is a big difference if it ...

Hi, Let’s take this one step at a time. Allowing the tech’s to enter credit card data from the field using Method and sending this data to QB is pretty easy if you have the screen set up to do so. The question is…where are you ‘processing’ or should I say charging the credit card? (1)  Collecting the data in ...

I am trying to understand how the Items tables are used in Full Blown Method. There are several tables for Items including Item,  ItemInventory, ItemNonInventory, and more.  All of these Items tables appear to have the same fields including custom fields imported from QB.  All of these tables also appear to have the same number for ...

How can an EXISTING Screen and Table association be viewed?  How can I see what Table a Screen is linked to? I can see which fields are available in the Screen Edit mode, but I cannot see which table these fields come from. In most cases the association will be obvious, but for example, there are several tables for Items, all of which have ...

 Ok, i'm new to method, but having pretty good luck with  getting everything working correctly, scheduling, invoicing, etc.  However, bosses want to be able to have the technicians in the field enter credit card data, and have it tie into our QuickBooks payment processing (merchant services), ie, show up in Quickbooks.  ...