Method Community

I'm reposting here becuase i am still having an issue with this and am hoping someone can help or that someone else has ran into this in some way... I have deleted everywhere i used the new TagList, I have deleted the field from the Customer table. I have recreated the field and put it back into add new customer screen for ...

Greetings. A button that I have been using for well over 6 years without a hitch will not work anymore.  Efective today when in estimates and when i press the "create/lookup workorder" button, the screen pops up but no customer information follows the WO.  No customer and no line items.  This is a pretty old custom screen ...

I saw that Method acknowledged today that users are dealing with very slow performance in Method New.  I'm pleased to see that something is finally being done about this and I hope they understand how urgently it needs to be dealt with.  I thought Method New was slow several weeks ago, but now ...

We're aware some of our users are experiencing performance issues causing Method to respond slower than usual. The team is actively looking into it and we'll provide an update when we can.  Thank you for your patience. 

We're aware some of our users are experiencing performance issues causing Method to respond slower than usual. The team is actively looking into it and we'll provide an update when we can.  Thank you for your patience. 

Hi wayneteng, Please see MethodAPIActionSendToDesktopV2.  This action will initiate a sync to QuickBooks for the provided record id.   Cheers Jon

Just got this bit of info from a representative:  Hmm, I'm not sure if the API works different. But on the front end, there is an action on the Save button. Once you click Save on the Sales Order it pushes the transaction over to QuickBooks in which it assigns it with a SalesOrder# and syncs that back to Method.

Hi, I successfully created an App Ribbon for the Contacts App from my custom Jobs App.  See attached image.  When I click on the +New in the Contacts App, App Ribbon, I want to get the Active Record ID of the Contact so a new Job can be created with that Contact Active Record ID prefilled.  All standard Apps (Invoice, Estimates, ...

I have an activity grid that shows me all the completed activities for a particular customer. How can I create a filter that will only show me the completed activities for the current year, without editing the filter every year

I am encountering this same issue when making an  app ribbon for my custom app, also joining the customer field to the Entity field on the Contacts table. Is there any update on this?