Method Community

Hi Jamie, Since QBO doesn’t have sales orders, I’m not sure that creating sales orders in your Method account would really be a good use of your time. Do you need a completely different transaction for this or would adding some additional data to your estimates and using a different print template to have it display as a “sales ...

Hi Mahlon, I was able to replicate this behaviour. It appears that adding any actions to the Focus event of a field or text input causes the field or text input to lose focus. I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread. For now, you will need to use a different set of ...

No, here is the action set on Change

Hi Mahlon, I replicated this functionality as best I could using the information you provided. If the Email field is empty, when a change occurs in the FirstName field, the cursor jumps to the Email field. I am having no issue entering values into either field after this event occurs. Are you perhaps disabling the field from another ...

I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...

I have a situation where I want to make sure an email address is entered before the first name. I have some actions on change of first name. I put in this conditional statement, but when I type in an email address and tried to come back to enter a first name, it doesn’t let me enter a value

That did it. Thanks! Can you bring on editable grids this quickly?!!

Hi Mahlon, We just deployed an update to Method New that appears to have resolved this. Test this yourself and let me know the result. The Clear button is still getting cut off a bit so I updated the ticket with this information. -Audisho

Hi Matt, We just deployed an update to Method New that included a fix for this issue. I have tested and verified that this has been resolved. Please test this yourself and post back if you believe this to still be an issue. I hope this helps. -Audisho

Hi Mahlon, Thank you for clarifying. I have created a ticket for our development team to investigate and will post back once this is resolved. If you need a workaround, adding and re-building the Contacts grid manually will allow you to add the Entity field. -Audisho