Method Community

 Hi Marcus, After reading over your post I realize I misunderstood your point. Actually what you stated in your original post would work but it seems like you were missing one step; to link the Employee/ Vendor / Other Name to the appropriate User under the User Settings and that should fix it. Sorry about the confusion.

 Hi Marcus, The reason I suggested that you try User Name instead of what you had, is because it seemed like you were trying to filter based on the User (employee) logged in to that specific session.  Even though they are technically employees, in this case User Name would work since they are logging into Method under a ...

Amanda, Your suggestion would be fine, but we are entering and assigning time to our employee records, which contain our full names, and I want to keep my user names simple - first names only.  Can you tell me why the filter I was applying won't work?

 Hey Kieran, I'm glad to see your starting to get into customization. Once you have the correct screen open in the customize section, place and name your button then check out the action 'Send Email'. This should get you in the right direction.  

Hi just wondering does anyone have an easy way to add an email button to the invoice window, so when you create an invoice in method you can click the email button and off it goes to the customer. Thanks. 

Hi Marcus, I see you are getting your hands dirty with some customization, very good. In your filter, instead of 'User Employee / Vendor Full Name' perhaps try 'UserName' and see if that works. We are sending out an update next week, after which you should be able to filter the grid using the criteria ...

Time flies and I can’t believe it has been nearly 2 years since Method made its first appearance in Las Vegas for the Sleeter Conference.  This week, the Method team returned to Las Vegas at the Bellagio Hotel and Casino for the AICPA Tech+ Conference.  What a completely different feeling it was this time around when answering ...

I have been using a duplicate of the time tracking screen which I customized slightly for our company's use so as to not have to give employees access to the information contained in the Employee Center.  In customizing it, I set up a filter on the "Entity" field name called "Entity is equal to User Employee / Vendor Full ...

 Hi James, The 'trick' to have a work order show up as an all day appointment is to copy the FieldService_AddEditWorkOrder screen and then add the existing field "Is All Day Appointment" to that screen.  If you want the 'all day' work order to show up in the 'All day event area' portion of the ...

Hi everyone, I know there is interest to use QuickBooks in Spanish and thus Method seems like a good solution as it allows you to modify just about everything. I would like to hear from others that might have this need to either use or host QuickBooks in Spanish. What are your comments or concerns? What issues have you encountered? What ...