Method Community

Hey Brian, Behind the scenes the PONumber field is there on the screen. But there is a condition to check if your are a QuickBooks Online user, if so: then HIDE the PONumber field. At the moment we are not syncing over PurchaseOrders over (hence no PurchaseOrder Sales Transaction app). It's on the roadmap and actively being worked on now, ...

Hi, I have followed these directions to allow customers to submit orders through their portal, but still receive a "Customer field required" error message although the field is auto-populated.  I did look in the customer and entity tables, but was not able to de-select the "required" box for customer.  Could ...

Hey, What we can take a look at is how it's being saved onto the Table. From your original post you created a TagList field on your Customer Table, we can export that column for the Table and take a look at how it looks. -- Mortaza

Hey Jason, Unfortunately on Method:Classic you are unable to achieve an OR grid filter in classic. They're workarounds I've seen, one way is to build a selection list. To do this you will have to do it via field(s) on screen that users would type into, and filter off of that. -- Mortaza

Hi I have created a new version of the ContactsPortal_ReceivePayment screen.  This is working fine, but when a customer has made a payment they are being redirected back to the original ReceivePayment screen rather than my modified version.  I can't find where to update this value, can anyone point me in the right direction? Kind ...

Hi Method, I'm still using the classic Method and I saw the newer version looks much better. How to change to the newer version if I still use desktop QB? Is that available? Thank you.

As the title. Is there a way to  organize the activities better? At least as the classic version does. Thanks, Chen .

I am trying to understand the field PONumber and why it is missing from the Invoice (create new) screen. I went through the process to add it to the screens (customize screens) however the field does not show up on the displayed screen. So next I wanted to educate myself on how to customize a screen and looked at the help center information. On ...

The following updates are now live for users of Method:Classic. Bugs Fixes Fixed issue with transaction created using Google Gadget were not being passed the customer. (PL-3592) Fixed issue with Locating a match within permitted tenant list. (PL-3967) Removed Reset button in QuickBooks. (PL-4061) Cheers, Michael

The following updates are now live for users of Method. Features Go To Record on Resolve Conflict to give yourself access. (PL-3954) Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799) Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New ...