Method Community

  Every so often I get a call from a Method user who wants to restrict what screens a user sees.  The best way to accomplish this is to use Tab Groups specifically to define what screens individual users can access.  I have seen companies take advantage of tab groups to keep tabs, permissions, and screens organized. Today, ...

Hello,      This is a known issue with the system.  I do have a ticket in development for a fix to be made.  It is due to the fact that the Print Preview button has to save everything before it creates the PDF.  The problem is the save is too slow and the PDF is created before QuickBooks can come back with the ...

Hello,    I took a look at the action on the 'Fill list with Contacts…' and there is a call to a special web page. It doesn't look like you can update the insert from there.  I did find a forum post on adding fields to the list builder that says that fields from the Contacts table are automatically ...

Hello Shawn,    I am having trouble selecting more fields from the CustomerEquipment table for the ActivityJobItem table.  There seems to be a restriction on it.   This may be what you are experiencing. - Greg

Hello, Sorry for the late reply.  That file location looks to be on your own computer and not online.  You will have to use a program like Imgur to display an image and provide a url. - Greg

I have an update.  When regenerating tables, you will have to do it in a top-down hierarchial fashion.  The main parent table is Entity and has Customer as a child.  Then Contacts are linked to Customer.  Hence, go in the order Entity > Customer > Contacts when regenerating tables. - Greg

That's good to hear Jthat you were able to solve the problem.  You can always share the solution if you believe it will help other forum readers. If you notice anything else with the February version, let us know. - Greg

Hello Afrodite,    Try regenerating the tables.  Go to Customize -> Tables/Fields and select the Customer table.  Click Finished Editing Fields to perform the regeneration.  You can try the same thing on the Contacts table and Entity table. I found the tip on another post on the issue here.   Give us a call on ...

Hello,     To add the column to the grid, copy the screen and open it in the screen designer.  Find the Contacts grid in the screen designer and click Edit on the grid.  Go to Step 2 of 9:Grid Columns.  Choose Field 'CustomerType' and modify the Column Caption if needed.  Click Insert Column and save. ...

Hello Shawn,       You can add columns to the drop down.  Copy the screen and open up the drop down edit menu. In Step 4 of 6, you can select other columns to display in your drop down.       You can do some customization to filter the drop down based on the customer that is chosen for the ...