Method Community

Hi, we stopped using QB because we do not need it for payroll or any accounting issues. Unfortunately, it seems that adding a new employee directly in Method is not allowed. I though we could use just the User table but we have been using the Employee table to assign other things to each person and I do not know if I can redo the whole thing. Is ...

We have done a good deal of customization to our screens and worked with grids, but this is the first time I'm messing around with grid filtering. I want to display only certain records in a grid - specifically any InvoiceLine row that beings with "Inventory" OR begins with "Misc". It works beautifully when I add the ...

Hello, I have a customized table on our homepage dashboard which shows open cases. I have customized the Interal Comments field using the following SQL statement: '<b>' + ISNULL(viewCases.Subject,'') + '</b><br />' + ISNULL(viewCases.InternalComments,'') I want to have both the cases.Subject and ...

Hello, I have created a TagList in my Customer field so I can directly tag customers. I followed the steps set out in this post: https://www.method.me/cs/forums/t/6756.aspx It sort of works, except that wherever it displays the tags it just displays [object Object] instead. I will attach a few screens. I am not quite sure how method handles ...

Hello Rick, It's hard to say over the forums that what might me wrong and why it is behaving like this. I am going to create a support case for you and one of our team member will be in touch with you shortly. For your reference the case# 18740 -Inder

Hi Inder I've not populated any of the name fields on the Customer (Customer not contact!), just Customer Name, Company Name and Contact as stated.  Is this a case of Method interpretting the data I've entered. The name (forename/middlename/surname) fields are empty in both Method and QB. Cheers Rick 

Excellent! thank you!

Hello Sixtel, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or even ...

Hello Rick, It looks like you are trying to add Leisure in the MiddleName fields and it only supports 5 characters. So, if you go over 5 characters it truncates the rest. My suggestion here would be to use FirstName and LastName field as they allow upto 25 characters each. I hope that helps! -Inder

Hi I have added a new customer to my system called DP Leisure GB Ltd I added them with the Customer Name, Company Name and Contact fields all set to DP Leisure GB Ltd. However, I noted that the Contact field had been changed to DP Leisu GB Ltd Thinking it was my clumsy thumbs, I deleted and re-added but again the Contact was ...