Method Community

Hi I'm hoping this is a simple one....  I am a Method Classic user however not the Administrator.  The Administrator has not had the time or the inclination to create custom sales contact reports. When I pull what I am sure is a stock report through Method Classic CRM I am getting different results than when I pull ...

Hi Conner, Each row will expand to the size of the tallest object in the row. Because of this, you’ll notice that all the stock Method screens either place a grid in its own row or in its own section located at the left side of the screen. Since your grid is the largest object in the row that includes the Competition Models and ...

Hi jsautel, Linking field data from one table to another is done using linked fields. You have the option of adding these to your tables located under Customize > Tables / Fields by selecting the Edit Fields… button next to the desired table. A linked field can be added to retrieve the data from any field on a related table ...

Here is an image in design mode http://i.imgur.com/1N0ktfn.jpg. This is one of my tabs in the main EditCustomer screen along with additional info, contacts, activities, opportunities etc. 

Hi Conner, You could try using the “Show First Section To Left Of Screen” option located in the Advanced Screen Properties. Otherwise, take a screenshot of your screen in design mode so that I can see how you have it laid out. I may be able to make some suggestions for you based on this. -Audisho

Ah ok thank you for clarifying that. One problem I have when designing the screen is when I try to place the grid on the right side of my fields, it creates a blank gap. Here is a picture for reference http://i.imgur.com/IPICt8y.jpg  How can I make it so that the grid is placed to the right of the main fields, but does not create ...

Hi Method, I am trying how to figure out how to link a field between two different tables. I want to be able to update the field on one screen and have it automatically update on another screen. I am trying to be able to update a field called "Warehouse Slot" on our Add\Edit Work Order Screen. I then want this field to populate on ...

Hi Jonathan, I think it was about this same time yesterday (Tuesday) morning.  Probably a few times between about 10AM and noon EDT. I just attempted it again (about 11:10AM EDT or so) and received the same error when the code reached the 'Activity' table.  This exact code has worked before, including custom tables and table ...

Steve, I looked through our logs over the past few days and can only see calls to the MethodAPITableListV2 endpoint coming from your TemplateStevenBlaustein account.  Can you let me know what days you were receiving these errors?

Hi Jonathan, Your Audit Trail logs all activity in Method. You can find the 10,000 most recent items in the audit trail by navigating to QuickBooks > Audit Trail in your Method account. If you need to find an event prior to this, or would like to filter for something specific, for example a user, you can export the audit trail using the import ...