Method Community

Field Services is scheduled for roll out next week, provided that testing goes through smoothly.  We want to get it out as soon as possible.  As for QuickBooks 9.0, provided the data fields for the Manufacturing and Field Service components are exposed via the SDK, then they will also be in Method.  Cheers!

 If I create a custom field, "RMA #", how do I use a grid to filter and search by that number?  Kind of like Activity has a grid that you can sort thru Activity or customer name or date or something.

What is going on with the Field Service Module?  When will it be available?  I need something for Field Service but I don't want to recreate the wheel.  Also the new QB Enterprise 9.0 has a Manufacturing and Field Service component to it, does Method take advantage of this ...

We are using the Case's Screen to record what we call "Calls".  We also have a specific "Call Report Number" that goes with each call.  Is there a way to change the AUTO NUMBERING Case #?  So instead of starting with '1,2,3..." it starts with 09-001 and then continues to count up ...

Hi there! Well, there's a couple of ways you can print off those custom fields.  You can create a report using Method Report Designer.  Reports are created as PDFs so you can then print them to your specs and save them accordingly.  You could also add a button that utilizes the Export to Excel action and then send your data to ...

Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals?  I tried but wasn’t successful at doing either of these. How do you know what fields will sync  back to QB?    or are these the “greyed out” fields ...

If I have created a screen that has a bunch of custom fields. i.e.: RMA #; PART #; Notes field for Reason Sent back; and customer info.  How can I Export this to a File that matches the current paper file we use to write in the info manually?  After I create this where is it stored?  Your server?  Do I have/need ...

Hi Matt, A minor update was made which should have corrected this. Thanks again!

We’re currently looking into this and will keep you posted. Thanks,

I am trying to insert records into the Activity table. Amongst some "Success" responses, I also get "It does not appear the field  exists in the table."  Is there any way of finding out what the problem is here? I am not trying to add any fields with no name.