Method Community

@smohyee - We looked into it.  The need for those to be required no longer necessary - it was early on in the platform, but not anymore. You should be good to go now. Thanks for the beers, Paul

Shane, It's a bit hard for me to tell what default Method supports since I've customized my tables and screens, but I've confirmed that Quickbooks already has a field for Phone, Fax, E-mail, Alt. Phone, Alt Fax, and CC in the Customer table.  If QB has the data, so will Method. But, I cannot tell if the Method default ...

 Hey Shelley, If you get a message that you need to regenerate your table, please follow the steps below. 1. Click on the Customize Tab. 2. Click on the Tables / Fields tab link. 3. Find the table you want to regenerate and select "Edit Fields". 4. Once the popup loads, select "Finished Editing Fields". The screen ...

 Hello Joe, 1. It is not recommended that you create a screen based off entity table. It would be best if you did that via the subset tables.  If you can tell me what you are trying to do then we can guide you in the right direction. 2. Think of using the Entity table for data retrieval. So if you have a dropdown and for instance you ...

Thanks for responding Michael. Although I am not sure that it helps me to be able to create what is necessary.  The Deposit and DepositLine Tables relate only in that I want to be eventually add the payments received to the tables.  However, QB must have a "Undeposited Funds" table of some sort else QB would not be able to ...

If you go the route of specifying tables for your sales staff you would need to edit each user and add only the tables you would want them to have access to; Customize > Users > Step 8 of 10, choose the This user only has access to specific existing tables radio button, then add the tables you want that user to have access to. Another ...

The following question was sent to us via email.  I'm responding here on the forum so other members of the Method Community can benefit from the answer as well. A user asks: "How are fields in tables edited?  They are all greyed out." Fields are edited by clicking Customize > Tables/Fields and then selecting the ...

So, we aren't making this easy on you!   Instead of creating an Entity, create a Customer.   That will automatically create an Entity with EntityType Customer.   Here's one I created using PostMan: https://imgur.com/a/BH1Ezn8 Note, when you create a new Customer, it will automatically create a Contact for ...

Hey Mike, That won't be possible because we can't set Events to the Grid. Let's say the User tabs into the next column, there is no way for us to catch if he did that within the Grid. If you wanted to use fields to capture the Users inputs (Item Name) we can capture the event on a Lose Focus but then we can't ...

Hi Eliza, Please go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name, as well as the name of the dropdown ...