Method Community

Hi there I've added two new tabs to my Customer Centre - Client Overview and Job Notes Both of these use the plain text fields from the customisation options - and Client Overview works fine. BUT Job Notes - is exactly the same format but will not save - either when I press the custom save button I've created or when I click save on the ...

Richard - By syncing I mean that I expect that the iPad app would keep a local copy of your customers, work orders, items, employees, etc. and store them on the iPad. That way you could work away while offline and then sync when you get back online again.  This adds tremendously more work for your developer because they have to ...

Thanks Paul, Thanks for the info about the API. I figured that would be the way to go. By 'syncing', do you mean updating the app to match method updates? Richard

We'd like to be able to write an invoice directly from an estimate. It appears that the current method flow is estimate > create workorder > create invoice. Quickbooks can write invoices directly from invoices. Can method do this currently? Or can I attach a create invoice button to the estimate screen and make it ...

Dave - This would work similar to a invoice or other transaction that has line items. First you add and modify the line items, then you save the invoice using the SendToDesktop API call. In this case first you modify the ItemGroupOrAssemblyList.  Then you use the SendToDesktop API call on ...

Hi Dave - We don't currently have an "Duplicate" buttons on items.  We have them in other places, like on the Opportunties screen for example.   If we were to do it, we would just stick a button on the Method version of the Item Inventory Assembly screen that comes from the Item List.  ...

Paul, I agree and I am using Method API to access data in Method and push data into Method directly from my web apps.    I came upon one situation in ItemInventoryAssembly (IIA) where if I make edit changes such as add new parts to an IIA item, the changes do not sync to QB.   Apparently the IIA edit changes and ...

Hi Paul, Info On The Web (IOTW) is working on several web and mobile custom QB solutions, one of them is adding add'l capabilties to ItemInventoryAssembly (IIA).   Until you mentioned it in your last message, I and other QB Consultants I've been working with did not know QB already had that IIA/Duplicate option.   Now ...

I just noticed ActivityGroup as an available field (with corresponding table) today. What is this/ will this be used for?

I created a new screen from scratch. I added a Date Picker object. In step 1 of the date picker properties, I did NOT select the checkbox for "Use today's date/time" as the default. In step 4 I selected the check boxes for "Show Date and Time" and "override default time of day to" for the default time of day I ...