Method Community

I'm not sure about the trial version, but in my experience, making screens in Method 'mobile' isn't very productive. I put a lot of time making custom screens work on the web (to utilize decent resolutions that we use in the desktop world) and making these custom screens 'mobile' just doesn't provide a good experience ...

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Conner, The master and detail tables for a report are selected when you create it. After creating your report, these cannot be changed. You will need to “start from scratch” or modify the stock sales order report in order to build your own. This is similar to screens in Method, where you can’t simply copy and modify your ...

Hi Wayne, You can import activities into Method using the Import / Export tool. I suggest you head over to Customize > Tables / Fields, take note of the required fields and export your Activity table to study the field formats first. Then, when you’re ready, use your customer list to fill out the contact for your activities (keep in ...

Hi asif, You can certainly create a custom web form to allow data to be entered into custom tables. Just select the Create Custom Web Form radio box and follow the steps. Step 7 allows you to setup an email that is sent to you when the form is submitted. As for restricting access to the form, just put it somewhere on your website that is only ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...

Hi Greg, If the fields you added to your Customer table are static for the customer (i.e. they do not change per estimate / invoice / etc.), then the customer table is the best place for them. You can add these fields to your Estimate table as Linked Fields by clicking on the Estimate table from Customize > Tables / Fields in Method. ...

Hi trungtran, A "Linked Field" is something you would add under Customize > Tables / Fields. You would click on Edit Fields... for the Opportunity table and add a linked field using the wizard, linking it through the Contacts dropdown. Once the information you want is in the Opportunity table, you can add it to the New ...

Hi Alex, We don't have an action for this, but you can use our Import / Export Tool to import data from a CSV file. Take a look at this Help Center article. You could give your users access to the API and the tables they need to use through it, and create a screen with a grid to show the information they're importing. Hope ...

Hi Flyfisher Yes, you are correct changing the master admin's username will transfer all of the old admin's activities to the new username. This Help Centre article describes the master admin user and changing it.  As for your question, unfortunately when you update the master admin's username it is ...