Method Community

Hey Dottie, Yes custom screens can be imported from another Method account and the tables that are associated with those custom screens get automatically imported as well, however, the data held within those tables does not get copied over unless you edit the table and enable Copying between other Method accounts. Click on Customize > ...

Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem. I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in Method.  Then I did my QBD sync. Checks ...

  Hi Dan_AA,  The only way to do this is by adding a button on any screen that will have an action where you would have to loop though the customer tables where IsLeadStatusOnly = True and update the salesreps for those leads.  The webinar titled “Advanced Actions: Looping and Conditional Statements” in our Method ...

Well, *that* was embarassing... you were right, the Sales Rep table didn't have phone and email values where I was expecting them. I exported the Sales Rep table and updated it, but now when I try to re-import, a strange thing happens: I can't select "Phone" as one of the Existing Fields for that column, because "Phone" ...

Hi Salson, The short answer to your question of making memo fields searchable is that it isn't currently supported in Method. What you can do however, is build a table and add a custom field "memo" that and use the filter the contents to simulate the search feature.Down the road we will definitely be looking into extending Method ...

Hi Heather, Your Method Account is tied specifically to one QB database at a time. You can always use the "Copy / Import Screen..." to copy from an existing Method account to a new one, however to do this you would need to simultaneously have two Method accounts registered with us - one to copy from, and other to import into. *Note: ...

Hello Fran,    While that is true, we are updating the Customer table and not the SalesRep table.  In this update, we are changing the customer - sales rep relationship (1 to many relationship I do believe) and not any information on the sales rep side.  The only thing I don't know is what happens if you import an ...

iLs, Based on the message "Currently there are no fields added to this grid. Please edit this grid in Customize > Screens and add desired field(s)." It looks like you just need to add columns to your grid. If you edit that screen and then edit the grid, in step 2 it will ask you to insert some columns. Insert some columns and ...

Hey Richard - A big Method update went out today.  Lots of great stuff, including a new import / export tool (beta), Google Maps (beta)...............and much better iPhone and Android support. Personally I use a DROID, and found it tough to use it as everything was too small. Sound familiar? :)   I find the new version is a ...

The following updates are now live for users of Method New Features / Updates Action Editor - Improved the color of actions highlighted using the "jump to reference" feature. (PL-35031) Fixes Xero - Fixed an issue where customer name was being mapped to contact name. (PL-37001) Editable Grid - Fixed an issue where linked ...