Method Community

Hi there, How do I create a tab behavior where our users can just tab through each individual field in order when they create a new contact? The current behavior is : Enter first name Tab It ends up on Direct Phone (expected behavior is tab to last name) Our preference would be first name (tab) last name (tab) Autofill Name (tab) Title ...

Hi Sixtel, In your last screenshot, the Where Field should be RecordID. Your action will appear as follows: Select Table: CJSBlackOutDate Where Field:  RecordID                 <--- Change this one!!                      Equal ...

Currently, when method syncs to QB, all inventory items are being pulled out of the qb default "unspecified site". We setup and use a different inventory site. Is there a way to tell method to use a different inventory site when syncing to QB? I have tried making the "unspecified site" in QB inactive but it will re-active when ...

Not sure where I am going wrong here but I am getting an error thrown. Here is what I am trying to do:

Hi Sixtel, Much of this will need to be done manually however, you can copy action sets from your other screens using the Show All Accessible Controls In Account option. You'll want to be very careful when using this for different record types, as this could lead to logic / data validation issues. I hope this helps. --Audisho

Hi Maureen, Sorry for the late reply. The reason that this is happening is due to the nature of the address fields on the Activity table. These are linked via the Entity dropdown field. When a record is loaded from the table, the address values are simply pulled from the related record in the Entity table. Unfortunately, making changes to the ...

Hi Sixtel, In Maureen’s example, if you add a grid link and label it "Delete", the necessary actions should be added to the link's actions automatically. If not, you’ll want to add the following: - Delete Record From Table - Refresh Grid Depending on what you're doing with records in this table, you may want to ...

Hi Sixtel, Fran did a good job of explaining this, but feel free to post back if you still have any questions. Fran - As always, thanks for the explanation! --Audisho

Hi Abiose, Welcome to the Method forum! While you wait for a call from our support team, you may want to try the following. 1. Resetting your password HERE 2. Verify that your are logged into QuickBooks as the admin user 3. Verify the permissions on the QuickBooks certificates for the Method Integration Engine and the Method Listener. These ...

The following updates are now live for users of Method.  Fixed issue with exporting grids that have columns using sql overrides with date fucntions. (AS-1440) Fixed "Table and/or field for this dropdown is missing" error on dropdown fields. (AS-1348) Multi-Tenant Account are now able to generate reports with ...