Method Community

Hi, I created several fields in the customer table of the type "Currency", and really regret it now. I am deep into customizing everything, but the currency fields never display in the browser consistently. Sometimes next to the field "USD" is displayed, sometimes, "$", sometimes nothing. If I add a $ in the field ...

  At Method, we give small businesses a customized solution fit just for their work. But we understand that a ‘made-for-me’ solution goes beyond customizing your Method account. So, we have split up our core Contact Management pack into smaller, more role-relevant packs.      What is it? Method is simplifying ...

Hi Rick, Customer name will vary depending on how you do this in QuickBooks. Generally, I find the following is true for most users. - If the customer is an organization, then customer name is the same as company name - If the customer is an individual, then customer name is the same as contact name (i.e. their first and last name) Below you ...

If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each Method user a home-base personalized to their role, ...

Hi When adding a new customer the following fields exists: Customer Name, Company Name and Contact Can someone explain the context of using each field?  Thanks Rick

Bump! Any Method people know what I'm doing wrong, or does adding to the TagList field not work for some reason.

Hi Sixtel, I suggest having a look at the Customer documentation in our Help Center. You can start with Solution No. 335 and work your way from there. There’s also video tutorials included at the bottom. I hope this helps. --Audisho

Hi Rick, I think you hit the nail on the head here. [quote user="Rick"] I didn't know if it was because I was putting fields from the SalesOrder and SalesOrderLineItem into the same detail section?  [/quote] Each time a Detail section is printed to the report, it can only print 1 record’s worth of information. ...

Hi Audisho I have been doing that - I didn't know if it was because I was putting fields from the SalesOrder and SalesOrderLineItem into the same detail section?  I have tried creating a report from scratch and it is still behaving the same way. An example of the reference on my fields ...

Hi Rick, Make sure that you are using the SalesOrderLine fields from the SalesOrderLine table that is nested within the SalesOrder table and not the stand-alone one.   If you require a point a reference, have a look at the way the stock sales order report is built, Sales Order (Custom). I hope this helps. --Audisho