Method Community

I have had an employee leave and I no longer wish to have them or their account showing up. I have changed the settings to maek it show the account couldnt sign in, but it is still active. When I try to delete it i recieve a pop up with this message "Cannot delete the user as records are logged in the audit trail. Please set this user to ...

Update: Today I tried adding a "Delete record from table" action to the button I created to add only purchasers (records from ReceivePayment) to the ListBuilder table. I placed the action first, before any looping or anything else, and it deletes all records (RecordID > 0). I then used the default-provided button to fill the list with ...

Hi Mahlon, I was able to replicate this issue. I have created a ticket for our development team to take a look, will send over any updates I receive. -- Mortaza

I am developing a custom Time Clock that tracks time to a work order. Wanted to use larger font on grid to make easier touch screen operation. Before I added row click my screen looked like this with Large Font. After adding row click, the font reduced to regular size

Hi Mahlon, I have created a ticket for our development team to take a look. I'll send over another update when I hear back from the team. -- Mortaza

Mortaza, Thanks for your advice. I tried a few things, with no success yet. I'll try to summarize: 1) I hoped to add this option to the "Fill List with Contacts" button (on the default List Builder screen), but it links to a custom HTML page which I cannot edit. So I created a new button on that screen to fill the list with ...

That worked, but it turned out I wanted to filter out two different IncomeAccounts and also filter out any empty fields, so I created a grid and set up different filters becaue I couldn't see a way to filter out two negatives. Another question -- If I group the data in my pivot grid by month based on the transaction date, only the month shows ...

Hi Gregory, As far as I understand in QB it is a required field for the table, you cannot modify that. Thus why when syncing over Customers from QB to Method it requires that the Name field is not null.  You can send the screenshots over to my email (in my signature). -- Mortaza

I dropped you an email...easier to paste the images :)

Hey, [quote]QBO customer data is not always populated in both customer and contact fields with 1st and last name so the contact record is incomplete[/quote] Can you give me an example for this one? I can give it a test on my QBO account. [quote]View/Edit from Google Gadget starts NEW customer form and does not view the existing one as the ...