Method Community

Hi Tracy, I would address the entity conflicts anyway because they could be part of the reason for this issue even though the conflicts aren't directly related to the customers that are missing, after addressing the entity conflicts perform a Full Sync. If you want to determine if the customer is actually coming over to Method and maybe just ...

Matt - you just delete the report (you need to go File > Open in the Report Designer, selected it and then click Delete), and then copy the standard estimate screen from the Method Library you should get the report back (it will see it is missing and then add it for you).  Tip: in Step 3 of the Copy/Import ...

[quote user="Wilna"] Are there reports that can be imported into Method from QExpress for Route List and Work Orders that would have Bed Maintenance, Landscape Projects information already developed on them.  Where would I find them and how would I bring them into a clients Method account data file. [/quote] Wilna, There is no ...

Palmer - using the API there is no need to set the EntityType.  If you are inserting into the Customer table, it knows enough to automatically set the EntityType to Customer for you. Also, if you are importing lots of data, you might be interested in a new built-in Method Import / Export feature we put into beta yesterday.  See the ...

Hi Brian - The Method API allows you to interact with the data in Method (such as retreiving a list of customers, or inserting an invoice).  It isn't used to actually create a user interface. To create a user interface in Method, it's done by creating and customizing screens directly in Method itself - no coding, just ...

Hi Boyd, I have an excel sheet that sounds like what you are looking for. It's an adaptation of the sample import utility you may have seen to allow uploading to existing customers, not just adding new customers.  Send me an e-mail at matt@techinthefield.com with your contact info so I can make sure this is what you are looking for.

Hello =). Adding a filter to a dropdown in the estimate list: Go to screen: "Customize"->"Screens" Scroll down to the bottom and click copy/import screen. Make a copy of of the estimate screen on your account. After it is created, go to the new screen and click [Edit]. Find the dropdown in the screen editor that you want ...

  Hey Dave, If you would like your account reset, that’s fine. Please email your business consultant and they can start that process for you.  In order to copy the reports, you would need a new account. Sync the new account to your QB company file, then import the screens that contain those reports. Once you have all the ...

This one is a little more difficult to figure out without me actually looking at it.  Would you mind creating an account for me so that I can import your screen into my Method database?  Then I can take a look at what you are seeing on your end and try and figure it out.  Let me know if you need some help on creating the ...

Which 'Customer Message' are you referring to? You can add an action call "Show Message" which will display a message on the screen when it is time for that action to occur.  I'm not sure if this is the message you are talking about. As for the 'library' I can only assume that you are speaking about the ...