Method Community

Hi Val. Yes that was helpful. Thank you. I took another look at the part of my question where the notes field was not saving. I'm not sure why but it is saving today, so either something strange worked itself out or user-error was involved. Thanks again, your guys' / gals' help is always appreciated =) I definitely enjoy working ...

Joe, You’ll notice this screen is built off the Activity table whereas the grid is built from the ActivityJobItems table. In step 1 of the grid wizard you will see that the grid was designed to be Attached ‘I want to choose a Table that is linked to the Screen's Table.’ Please see a previous response for more information on ...

Hi. I have a question regarding Screen:FieldService_AddEditWorkOrder. Note: I am checking the grid's edit wizard for this screen. On this screen, the grid shows that it is using the "Default" filter-view with no custom filters available, but it appears to be listing only items from Table:ActivityJobItems that have the same ...

On Wednesday, September 30 @ 1:00pm EST, Valbon Shabani will introduce Method Field Services.  This basic introduction will demonstrate how to create a new work order and turn an estimate into a new work order. Continuing on to add service items and enter details and cost information before turning the work order into an invoice. So how do ...

 Hi Michele, In that case since it is a syncing issue, you can call in and one of our Business Consultant would work with you over to phone to resolve this.

Hi Amanda This is the message I get after reset "computer ..." and full sync - The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server. Michele  

 Hi Michele, In Method go to the QuickBooks tab then click on Reset for "Computer to Sync with:", then do a full sync and let me know if that works.

  Hey Joe, The main  purpose of this button, is to add a new customer for a campaign. The action results have to do with setting up the new customer and linking the new customer to the campaign The action results you’re looking at on the opportunities screen do 3 things. resultNewCustomerCampaign - This grabs the campaign that ...

My computer died and I had to purchase a new one and move all my apps over.  What can I do to restore the sync? Tried to de-install and re-install and something is still wrong.  Getting this message. Method Push™ status: Disconnected on 0.0.0:0 since 9/28/2009 2:35:35.   Thanks   Michele

 This post was found to be linked to the sync engine not working correctly. Once the sync engine was updated and a full sync was run, everything worked correctly. Make sure you have updated you sync engine to the newest version 1.79. If you need to update your sync engine, uninstall the method engine from QuickBooks and Control Panel, ...