Method Community

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Hi syd, When you login to Method, one of the tabs you'll see is the Solutions Tab select it, then click on the Solutions List tab link and you can create create your own solutions, both internal and available to users who login to your Method portal. In order to make a Solution available to your clients, you would need to set the Status to ...

One way you can do this is by adding a new field to the Vendor table which lists the names of your Method Users. Edit the CRM_VendorList screen to assign each Vendor the appropriate user. Now you can edit your Purchase Order screen and add a filter which matches the Vendor's assigned Method User with the currently logged in ...

Hi John, So when you're creating a job site in Method it doesn't work? You have to manually go into QBO and enable the sub customer option? I am unable to replicate this issue. Created a sub customer in Method and performed a Full Sync, went to QBO and it shows correctly as a sub customer. - Ashur

Additionally are there other users who need access to specific vendors as well or will there be in the future? - Ashur

Hi Annette, Is this user only going to have access to these 8 vendors and not have access to the other current vendor, basically will this list be static or need to change over time? - Ashur

Hi David, Whenever you create your own dropdown list, a new table is created to hold those values, and a screen is automatically created for that table. You can view that screen and edit the entries from there. Please see this post for more information: http://www.methodintegration.com/cs/forums/t/3964.aspx - Ashur

Hi rcclarkcpa, It could be that this Sales Rep/Employee is listed as inactive in QuickBooks so when yo go to your Employee Centre the default view shows All Active Employees. If this is the case just change the filter view to All Employees and you should see it that particular Sales Rep show up on the list. If you're still not seeing it on ...

Hi rcclarkcpa, We're sorry for the frustration this has caused you, but to help clarify this topic, check out our List Builder Help Centre Article, in particular, look at the Automatically Merged Fields section. - Ashur

Just to clarify, my last post is specific to the installed version of QuickBooks, not QuickBooks Online. - Ashur