Method Community

 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.

I am trying to delete an activity from the 'New Activity' screen. When I click 'delete' I get a pop asking if I am sure I want to delete the record. When I click OK, it brings the same popup window asking if I am sure. I haven't changed the event procedure, but I did look at it (after the problem) and everything appears ...