Method Community

Hi RK, Since this would be a many-to-many relationship, you would have to create a table to detail the relationship. I would most likely create an "AssignedTo" table with two dropdowns, one for Vendor (linked to the Vendor table) and one for User (linked to the User table). You could then enter the relationships into the ...

Hi dinozorro, I think it would be beneficial for you to speak with a member of our Professional Services team, they could definitely provide some guidance. Have you taken advantage of your free consulting hour? Let me know and we'll proceed accordingly. - Justin

Hi Kent, Did you have any customers in QuickBooks before the import, or was it a brand new QuickBooks account? If you already had customers, those would also get deleted. Let me know and we'll proceed from there. - Justin

David, This is actually very simple to do. All you have to do is use one Enter Value Into Field On Screen action to take the value from your textbox and place it back in the same textbox. Method will automatically truncate any trailing whitespaces for you. :) - Justin

Hi Marcelo, The LastCompletedActivity field is located in the Entity table. - Justin

Marcelo, I would use the Customer table as the master table and the Transaction table as a detail table. - Justin

Hi Marco, The Print Templates (PDF reports) you send to your customers are coded to show the currency symbol as specified by the user's browser/system, so what shows HNL for you should show $ for your US customers. You could hard-code your Print Templates to show USD using our Report Designer, if you'd prefer ...

Marcelo, If it's working, I wouldn't change anything. - Justin

Hi Marcelo, These charges do sync over to Method, but there is no stock screen to handle them. One would have to be customized. If you'd like implement this, I'd recommend our Professional Services team. - Justin

Hi William, The screens for the default Contacts Portal are in the format ContactsPortal_<Name> for QBD and ContactsPortalQBO_<Name> for QBO. They can be found in Method by navigating to Customize > Screens. If you'd like to add a new screen for your calendar, you can do so from here. Otherwise, you can copy ...