Method Community

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 ...

Hi Method, Does method provide a back log for any changes made by user? Like User A changes the company name from Dog to Cat at Tuesday, 16th June 2015, 9:30AM. Please advise Thank you

Hi Steve, Let me dig into our logs to see if I can find anything that might be more helpful for you - I'll post back (most likely tomorrow) with my results.  

Hi Conner, My apologies, I had apparently previously added the Customer field to the SalesOrderLine table on my test account and was assuming that it was there by default. Yes, you will need to add the Customer field to the SalesOrderLine table as a linked field via the SalesOrder table. The Customer field on the SalesOrder table is a dropdown of ...

When I am setting up the filter so that the grid only shows the current customers information, do I need to add 'customer" and or "full name" linked fields to the salesorderline table?

Awesome! Thank you again for all your help, it is much appreciated. Conner

Hi Conner, Absolutely! Just add the TxnDate to the SalesOrderLine table as a linked field via the SalesOrder table. After you add it to the table, it will be available for you to add to your grid. I hope this helps. -Audisho

Thank you for your reply. I was in the process of building the grid, but could not find a date field to include. I want to not only be able to see what items/qty was purchased, but also when. Do you know how I would go about doing this? Thank you, Conner

Hi Kelly, There is no Last Invoice Date field on the stock Customer and Contacts List screen. Are you perhaps referring to the Last Activity and Next Activity fields? If so, these fields are special Method fields and cannot be modified in any way. If you do see a Last Invoice Date field on your screen, then it was created via customization. ...

Hi - How does this field populate? Can I change this field manually? This is the one under the Customer Contact list screens