Method Community

Hi dorothyp, If you are able to access the screen designer for a screen, you have the required permission for adding a field to it. All you have to do is locate the field in the left hand section labelled Insert Field and Objects. Then click and drag the object onto the section of the screen that you would like it to be displayed. -Audisho

Hi Steve, There is no need to create mobile screens in Method New (M:N), as all apps and screens will be compatible on mobile devices (Yay, finally!). With sections and grids, you can set them to be “responsive”. This means that they will collapse and be displayed in a way that makes them easier to read on a smaller screen. You can ...

Hi dorothyp, For a field to be added to a screen as a checkbox, the field must be a Yes/No field. Once you have added the Yes/No field to the table, you can locate it by name in the screen designer on the left hand side and drag it onto the screen. If you do not see the field after adding it to the table, perhaps you added the field to the wrong ...

Hi Alex, Signing into Method, the Method Integration Engine and Report Designer with the same user at the same time should work fine. I’m not sure why you’re receiving this error and it’s difficult for me to determine what could be causing this without seeing it happen in real-time. I have created a support case for you and ...

Hi Jonathan, This isn’t going to work with the thousand separator. You are casting the value as a varchar and the subtotal function only works on a numerical field. Unfortunately, I am unaware of any workaround that you can use for this. If you need the subtotal field, you will need to remove the SQL override for the thousand separator. ...

Hi Alex, Thank you for informing me of this. I have added to the ticket that this issue also exists for the CreditMemoLine table. I expect that this will be addressed at the same time. As always, I’ll keep you posted on any updates that I receive. -Audisho

Hi Jim, There’s actually an even easier way to make a page public. Just navigate to it in Method, select the gear  in the top right and select . You will be guided through making the page public and a URL will be generated for you. Much simpler than the method above! I hope this helps. -Audisho

Hi Jonathan, It’s not possible to modify the Method sign in page. All of your Method users are required to sign in via https://signin.method.me. Your user’s data is stored in the Users table however, their sign in information (Method ID & password) are stored in a Method database and are not accessible via this table. Your users ...

Hi Mario, Can you provide me with some steps to reproduce the error? I’d like to test this myself so that I can create a ticket. -Audisho

Hi Alex, Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method. Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. If you do the latter, the QuickBooks List IDs will be inconsistent with the data that is in Method and this will ...